Easy Project + Zoho CRM

Easy Project + Zoho CRM integrations

Create tasks in Easy Project for new Zoho CRM contacts

Effortlessly manage your leads and projects with this seamless workflow that connects Zoho CRM and Easy Project. When a new contact is added in Zoho CRM, a task will be created in Easy Project, ensuring you stay on top of every opportunity without manual intervention. This automation helps your team be more efficient, saving time for other important tasks.

When this happens...
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create TaskCreate a new task.
ActionWrite

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More things you can do with Zoho CRM and Easy Project

Discover other triggers and actions you can use with Zoho CRM and Easy Project

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Project
Trigger
Polling
Try It
- Project
- User
Trigger
Polling
Try It
- Subject
  Required
- Description
- Project
  Required
- Task type
  Required
- Priority
  Required
- Status
  Required
- Author
  Required
- Assigned to
- Start Date
- Due Date
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Project
- Task
  Required
- Subject Update
- Notes Update
- Status Update
- Priority Update
- Assigned to ID Update
Action
Write
- Name
  Required
- Project
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- Run on
  Required
- Project
Trigger
Instant
Try It
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Write
- Project
  Required
- Task
- User
  Required
- Activity
  Required
- Hours
  Required
- Spent On date
  Required
- Comments
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Entity Type
  Required
- Insert Project / Task / Milestone ID
  Required
- Name
  Required
- Total Amount
  Required
- Currency Code
- Date
  Required
- Description
Action
Write
- Name
  Required
Action
Search
- Project Name
  Required
- Project Description
- Due Date
- Priority
  Required
Action
Search or write

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

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Related categories

Project Management

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zoho

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