Easy Project + Zoho CRM
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.
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 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.
- automatically do this!Create Task
Create a new task.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
