Integrate Zoho Projects with Zoho CRM

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

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

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Zoho Projects Integrations

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.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho Projects + Zoho CRM Quick Connects

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

Explore quick connects

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Connect Zoho Projects + Zoho CRM in easier way

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

Triggers
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.
New Contact

Triggers when a new contact is added.
New Record

Triggers instantaneously when any entry is created in the specified module.
New or Updated Contact

Triggers when a new contact is added or modified in Zoho.

Actions
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.
Add Attachment

Add attachment to the selected Module entry.
Create Module Entry

Creates a new entry in a module
Create/Update Contact

Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Create/Update Lead

Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Projects & Zoho CRM Integrations Work

Step 1: Choose Zoho Projects 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 CRM 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 Zoho Projects to Zoho CRM.

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