Zoho CRM

CRM (Customer Relationship Management)

ProjectManager

Project Management, Team Collaboration

Integrations Zoho CRM ProjectManager

Create integrations between Zoho CRM and ProjectManager

Search a record in Zoho-crm when New User in Projectmanager

Update a lead in Zoho-crm when New User in Projectmanager

Create a Note in Zoho-crm when New User in Projectmanager

Create a lead in Zoho-crm when New User in Projectmanager

Search a record in Zoho-crm when New Project in Projectmanager

Update a lead in Zoho-crm when New Project in Projectmanager

Create a Note in Zoho-crm when New Project in Projectmanager

Create a lead in Zoho-crm when New Project in Projectmanager

Search a record in Zoho-crm when New Task in Projectmanager

Update a lead in Zoho-crm when New Task in Projectmanager

Actions and Triggers

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Create Project

Creates a new project

New User

Triggered when a new user is added to your account

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

Get Project Details

Get details of a specific project.

Get Task Details

Get the details of one specific task, you will need to know the task's unique ID

Get Project Statuses

Get all the statuses which can be applied to a project

Get Project Priorities

Gets a list of all the priorities which can be applied to a project

Get Task Statuses

Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

Get User Details

Get the details of a specific user.

Get Project Folders

Get all of the project folders.

Get Task Priorities

Get all the priorities which can be applied to a task.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About 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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About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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