Connect Zoho Projects and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Bug
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Zoho Projects integrations.
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
Create Milestone
Creates a new milestone within a project.
Create Bug
Creates a new bug in a project.
Find Project Owner
Get details of a project owner by its name or email.
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Frequently Asked Questions
To start, connect both your Zoho Projects and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Projects triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Zoho Projects data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Projects and Kylas 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 Zoho Projects and Kylas 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 Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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