Connect Zoho CRM and OpenProject
Integrate Zoho CRM with OpenProject 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
Search Lead in Zoho CRM when New Task Created in OpenProject
Update Note in Lead in Zoho CRM when New Task Created in OpenProject
Popular Zoho CRM + OpenProject flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
OpenProject
Automatically do this!
- Request a new Action for OpenProject
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 flowSearch 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 flowAdd Tags to Leads in Zoho CRM when New Task Created in OpenProject
Use this flowSearch Contact 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 flowFind Module in Zoho CRM when New Task Created in OpenProject
Use this flowCreate Record in Zoho CRM when New Task Created in OpenProject
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and OpenProject.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created in Zoho CRM.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead in Zoho CRM by Lead ID.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and OpenProject 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 Zoho CRM and OpenProject 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 OpenProject. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in OpenProject, and a separate workflow where OpenProject triggers actions in Zoho CRM. 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 Zoho CRM and OpenProject. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and OpenProject integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
