Integrate Easy Projects with Zoho CRM

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

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Create Easy Projects activities for tasks in Zoho CRM


Every time a task is added in Zoho CRM, this flow creates a new activity in Easy Projects, helping your team track sales activities easily.

How it works
1. A new task is added in Zoho CRM.
2. Zoho Flow creates an activity in Easy Projects.
Use this flow
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Create Easy Projects activities for tasks in Zoho CRM

Zoho CRM + Easy Projects

Build your own integrations between Easy Projects and Zoho CRM

Connect Easy Projects and Zoho CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Easy Projects and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New project activity

Triggers when a new activity is created in the selected project

New activity

Triggers when a new activity is created

Updated activity

Triggers when an existing activity is updated

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New user

Triggers when a new user is created

New project message

Triggers when a new message is posted in the selected project

New time log

Triggers when a time log is created

Updated project

Triggers when an existing project is updated

Updated time log

Triggers when an existing time log is updated

New customer

Triggers when a new customer is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

Updated deal

Triggers when an existing deal is updated

User created or updated

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

New user

Triggers when a new user is created

New module entry

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

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create customer

Creates a new customer

Update user

Updates the details of an existing user

Post activity message

Posts a new message in an activity

Create project

Creates a new project

Create User

Creates a new user

Update customer

Updates the details of an existing customer

Post project message

Posts a new message in a project

Create time log

Creates a new time log

Update project

Updates an existing project

Update activity

Updates an existing activity

Update time log

Updates an existing time log

Fetch project

Fetches an existing project by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch time log

Fetches an existing time log by its unique ID

Update module entry

Updates the specified module entry

Add note

Adds a note to the selected module

Send mail merge

Sends a mail merge with details of the selected record

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update lead

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

Create module entry

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

Create or update contact

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

Create or update module entry

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

Update related module entry

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

Raise signal

Raises a signal to Zoho CRM

Convert lead to contact

Converts a lead to a contact

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

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

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

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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.

Learn more >

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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