Integrate Zoho CRM with Zoho Projects
Send information between Zoho CRM and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create milestones in Zoho Projects for new Zoho CRM deals
The faster you close deals, the farther you swoop ahead of your competitors. For every new deal you create in Zoho CRM, this workflow automatically adds a new milestone in Zoho Projects. It also sets the due date of the milestone to a specified period before the closing date of the deal.
How it works
1. A new deal is created in Zoho CRM
2. Zoho Flow executes the following tasks automatically :
a. Computes the due date of the task.
b. Matches the date formats of Zoho CRM and Zoho Projects.
c. Creates a milestone in Zoho Projects.
Create milestones in Zoho Projects for new Zoho CRM deals
Zoho CRM + Zoho Projects
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Supported triggers and actions
Integrate Zoho CRM and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Comment added
Triggers when a new comment is added to the selected task
Task list completed
Triggers when a task list is marked as completed
Task list created
Triggers when a new task list is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task created
Triggers when a new task is created in the selected portal
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Milestone updated
Triggers when a milestone is updated in a project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Project updated
Triggers when the details of an existing project are updated
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Draft email template
Drafts an email based on the selected template
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create event
Creates a new event
Create task list
Creates a new task list
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Update general time log
Updates the details of an existing general time log
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task
Fetches the details of an existing task by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch project status
Fetches the status of a project by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
