Integrate Customerly with Zoho Projects

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between Customerly and Zoho Projects

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Customerly Integrations

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Customerly + Zoho Projects Quick Connects

Want to explore Customerly + Zoho Projects quick connects for faster integration? Here’s our list of the best Customerly + Zoho Projects quick connects.

Explore quick connects

Connect Customerly + Zoho Projects in easier way

It's easy to connect Customerly + Zoho Projects without coding knowledge. Start creating your own business flow.

Triggers
New Lead

Triggers when a new lead is created.
New User

Triggers when a new user is created.
New Bug

Triggers when a new bug/issue is created.
New File

Triggers when a new file is added.
New Log Time

Triggers when a new log-time is created.
New Milestone

Triggers when a new milestone is created.
New Project

Trigger when a new project is created.
New Task

Triggers when a task is created or completed.
New Task List

Triggers when a new tasklist is created.

Actions
Add User Tag

Attach a tag to an existing user or lead.
Create or Update Lead

Creates or updates a lead.
Create or Update User

Creates or updates a new user.
Add Log Time

Creates a new log time.
Create Bug

Creates a new Bug.
Create Milestone

Creates a new Milestone.
Create Project

Creates a new Project.
Create Task

Creates a new Task.
Create Task List

Creates a new Task List.
Update Project

Updates existing project.

How Customerly & Zoho Projects Integrations Work

Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Zoho Projects as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Customerly to Zoho Projects.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.