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Integrate Zoho CRM with Easy Projects
Send information between Zoho CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create Easy Projects activities for tasks in Zoho CRM
How it works
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Create Easy Projects activities for tasks in Zoho CRM
Zoho CRM + Easy Projects
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Build your own integrations between Zoho CRM and Easy Projects
Connect Zoho CRM and Easy Projects with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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Updated module entry
Triggers when an entry is updated in the selected module
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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New module
Triggers when a new module is created
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Entry created or updated
Triggers when a record entry is created or updated
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New note
Triggers when a new note is added
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User created or updated
Triggers when the details of an existing user are created or updated
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New project activity
Triggers when a new activity is created in the selected project
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New activity
Triggers when a new activity is created
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Updated activity
Triggers when an existing activity is updated
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New activity message
Triggers when a new message is posted in the selected activity
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New project
Triggers when a new project is created
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New user
Triggers when a new user is created
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New project message
Triggers when a new message is posted in the selected project
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New time log
Triggers when a time log is created
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Updated project
Triggers when an existing project is updated
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Updated time log
Triggers when an existing time log is updated
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New customer
Triggers when a new customer is created
All Actions - Actions are the automated tasks
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send email template
Sends an email to the specified users
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Convert lead to contact
Converts a lead to a contact
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch user
Fetches the details of an existing user by name or email address
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch product
Fetches a product by its name or unique ID
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Fetch module entry
Fetches a module entry by the specified values
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Create activity
Creates a new activity
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Create customer
Creates a new customer
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Update user
Updates the details of an existing user
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Post activity message
Posts a new message in an activity
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Create project
Creates a new project
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Create User
Creates a new user
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Update customer
Updates the details of an existing customer
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Post project message
Posts a new message in a project
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Create time log
Creates a new time log
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Update project
Updates an existing project
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Update activity
Updates an existing activity
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Update time log
Updates an existing time log
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Fetch project
Fetches an existing project by its unique ID
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Fetch activity
Fetches an existing activity by its unique ID
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Fetch time log
Fetches an existing time log by its unique ID
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.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >