Connect ProofHub and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Added
Task or Subtask Updated
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your ProofHub and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ProofHub triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how ProofHub data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ProofHub and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ProofHub and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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