Connect Zoho Projects and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Bug
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Zoho Projects and Microsoft Dynamics CRM automations
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 Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
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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Step by step guides to integrate Zoho Projects and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Zoho Projects and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Projects triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Zoho Projects data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Projects and Microsoft Dynamics 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 Microsoft Dynamics 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.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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