Connect OpenProject and Zoho CRM
Integrate OpenProject with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when New Task Created in OpenProject
Create a Note in Zoho-crm when New Task Created in OpenProject
Create a lead in Zoho CRM when New Task Created in OpenProject
Update Note in Lead in Zoho CRM when New Task Created in OpenProject
Attach File to Record in Zoho CRM when New Task Created in OpenProject
Popular OpenProject + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
OpenProject
When this happens...
New Task Created
Work Package Updated
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when New Task Created in OpenProject
Use this flowCreate a Note in Zoho-crm when New Task Created in OpenProject
Use this flowCreate a lead in Zoho CRM when New Task Created in OpenProject
Use this flowUpdate Note in Lead in Zoho CRM when New Task Created in OpenProject
Use this flowAttach File to Record in Zoho CRM when New Task Created in OpenProject
Use this flowCreate Record in Zoho CRM when New Task Created in OpenProject
Use this flowUpdate a lead in Zoho CRM when Work Package Updated in OpenProject
Use this flowCreate a Note in Zoho-crm when Work Package Updated in OpenProject
Use this flowCreate a lead in Zoho CRM when Work Package Updated in OpenProject
Use this flowSearch Lead in Zoho CRM when Work Package Updated in OpenProject
Use this flowSupported Triggers & Actions
Everything you can automate between OpenProject and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in a chosen project.
Work Package Updated
Runs when a work package is updated. You can filter by project and set the polling interval.
New Lead
Update the sample code to Zoho CRM v8 with required fields and safe response access; preserve other blocks and configuration.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
New Account
Update perform and sample endpoints to Zoho CRM v8, adding required sample fields and safe response access.
New Deals
Apply confirmed v8 polling, latest sample, and safe historical transfer updates to the existing New Deals trigger.
Do thisActions
Action is the task that follows automatically within your OpenProject integrations.
Update a lead
Update only the Lead ID help text to explain that the ID is available from the List all leads action.
Create a Note
Create a note in the selected module
Create a lead
Updated Zoho CRM Create a lead action with dynamic dropdowns for Layout, Wizard, and Assignment Rule, plus reviewer-suggested custom field date/datetime handling and wizard connection path validation.
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Update note_id field visibility so the Note dropdown appears only after a lead is selected, while preserving existing perform logic and input field behavior.
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About OpenProject
Open-source project management software for planning, tracking, and collaborating on classic, agile, and hybrid projects with work packages, Gantt charts, boards, time tracking, and team collaboration tools.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OpenProject and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OpenProject and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where OpenProject triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in OpenProject. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OpenProject and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OpenProject and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
