Freshsales Suite + Zoho Projects

Freshsales Suite + Zoho Projects integrations

Create task lists in Zoho Projects for new contacts in Freshsales Suite

Easily manage your projects while staying updated on new leads with this automation. When a new contact is added in Freshsales Suite, a task list will be created in Zoho Projects to ensure your team can immediately start working on the new assignment. This workflow not only saves time but also keeps your project management organized and efficient.

When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Task ListCreates a new Task List.
ActionWrite

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More things you can do with Freshsales Suite and Zoho Projects

Discover other triggers and actions you can use with Freshsales Suite and Zoho Projects

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Project
  Required
- Folder
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Status
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Log Name
  Required
- Notes
- Date
  Required
- Billing Status
  Required
- Hours
  Required
Action
Write
- Project
  Required
- Milestone Name
  Required
- Who Is Responsible?
  Required
- Milestone Flag
  Required
Action
Write
- Project
  Required
- Task List
- Task Name
  Required
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project Id
  Required
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner Name
  Required
Action
Search

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Users
  Required
- Time
  Required
- Date
  Required
- Billing Status
  Required
- Task/Bug
  Required
Trigger
Polling
Try It
New Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Bug Title
  Required
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Project Name
  Required
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- Project
  Required
- Task List Name
  Required
- Flag
Action
Write
- Project
  Required
- Folder
- File
  Required
Action
Write
- Enter Search Key
  Required
Action
Search

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn moreLearn moreHelpHelp

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Project Management

Zoho

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