Integrate Zoho CRM with Zoho Projects

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Create milestones in Zoho Projects for new Zoho CRM deals

The faster you close deals, the farther you swoop ahead of your competitors. For every new deal you create in Zoho CRM, this workflow automatically adds a new milestone in Zoho Projects. It also sets the due date of the milestone to a specified period before the closing date of the deal. 

How it works

1. A new deal is created in Zoho CRM

2. Zoho Flow executes the following tasks automatically :

a. Computes the due date of the task.

b. Matches the date formats of Zoho CRM and Zoho Projects.

c. Creates a milestone in Zoho Projects.

Use this flow
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Create milestones in Zoho Projects for new Zoho CRM deals

Zoho CRM + Zoho Projects

Build your own integrations between Zoho CRM and Zoho Projects

Connect Zoho CRM and Zoho Projects 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 Zoho CRM and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Bug submitted

Triggers when a new bug/issue is submitted

Milestone completed

Triggers when a milestone is marked as completed

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Task or subtask updated

Triggers when the details of an existing task or subtask are updated in the selected portal

Milestone created

Triggers when a new milestone is created

Task list completed

Triggers when a task list is marked as completed

Project comment added

Triggers when a new comment is added in the selected project

Task list created

Triggers when a new task list is created

Project updated

Triggers when the details of an existing project are updated

Task completed

Triggers when a task is completed in the selected portal

Task created

Triggers when a new task is created in the selected portal

Task created in project

Triggers when a new task is created in the selected project

Milestone completed in a portal

Triggers when a milestone is completed in any project in the selected portal

Comment added

Triggers when a new comment is added to the selected task

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Event created

Triggers when a new event is created

Bug submitted in project

Triggers when a new bug/issue is submitted in the selected project

Task updated in project

Triggers when the details of an existing task are updated in the selected project

Project created

Triggers when a new project is created

Overdue task in project

Triggers when a task in the selected project becomes overdue

All Actions - Actions are the automated tasks

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

Create subtask

Creates a new subtask in the selected task

Associate project with a team

Associates a project with the selected team

Create time log for task

Creates a time log for the selected task

Create general time log

Creates a general time log for the selected project

Create project

Creates a new project

Create event

Creates a new event

Create task

Creates a new task

Add client company

Creates a new client company

Create milestone

Creates a new milestone

Add existing client company to a project

Adds an existing client company to a project

Create task list

Creates a new task list

Add comment

Adds a comment to the selected task

Create comment in project

Creates a new comment in the selected project

Add comment to bug

Adds a new comment to the selected bug

Add user to project

Adds a user to the selected project

Add client to project

Adds a client to the selected project

Add followers to task

Adds the specified users as followers to an existing task

Submit bug

Submits a new bug/issue

Create issue time log

Creates a time log for the selected issue

Update task list

Updates the details of a task list using its ID

Update client company

Updates the details of an existing client company

Approve task timelog

Approves a task timelog

Complete milestone

Completes an existing milestone

Update bug

Updates the details of an existing bug/issue

Update general time log

Updates the details of an existing general time log

Update project

Updates the details of an existing project

Update issue time log

Updates the details of an existing issue time log

Update task time log

Updates the details of an existing task time log

Update task or subtask

Updates the task or subtask details for the specified ID

Approve timelog

Approves a general timelog

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch task

Fetches the details of an existing task by name

Fetch task list

Fetches the details of an existing task list by name

Fetch task status

Fetches the status of an existing task by task name

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch user

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

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project status

Fetches the status of a project by name

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch tag

Fetches the specified tag using name

Fetch user in portal

Fetches the details of a user in the selected portal using email address

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.

What is Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

Project Management Zoho

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.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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