Integrate Wrike with Zoho CRM

Send information between Wrike and Zoho CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Wrike and Zoho CRM

Connect Wrike and Zoho CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wrike and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task is created

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Task status updated

Triggers when the status of a task is updated

Task event occurred

Triggers when an event has occurred in a task

Folder or project created

Triggers when a new folder or project is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Fetch user

Fetches the details of an existing user

Create task

Creates a new task under the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Create folder

Creates a new folder under the selected parent folder

Create project

Creates a new project under the selected folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update module entry

Updates the specified module entry

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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