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IntegrationsZoho ProjectsZoho CRM
Zoho Projects + Zoho CRM

Connect Zoho Projects and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Zoho Projects

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Zoho Projects and Zoho CRM automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in a project.

New Bug

New Bug

Triggers when a new bug is reported in a project.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

Do thisActions

Action is the task that follows automatically within your Zoho Projects integrations.

Create Task

Create Task

Creates a new task in a project.

Create Task List

Create Task List

Creates a new task list.

Update Project

Update Project

Updates existing project.

Create Milestone

Create Milestone

Creates a new milestone within a project.

Create Bug

Create Bug

Creates a new bug in a project.

Find Project Owner

Find Project Owner

Get details of a project owner by its name or email.

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Frequently Asked Questions

How do I start an integration between Zoho Projects and Zoho CRM?

To start, connect both your Zoho Projects and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Projects triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Zoho Projects is recorded in Zoho CRM?

Absolutely. You can customize how Zoho Projects data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Projects and Zoho CRM?

The data sync between Zoho Projects and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Projects to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Projects and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Zoho Projects and Zoho 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.

Zoho Projects

About Zoho Projects

Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.

ProductivityTeam Collaboration
Learn More
Zoho CRM

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.

CRMTop Free Apps
Learn More

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