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How Zapier works
Zapier makes it easy to integrate Privio Center with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Privio Center
Setup an action from Zoho CRM
That’s it! You just connected Privio Center to Zoho CRM
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Project
Triggers when a new project is created..
Try ItTriggerPolling - New User
Triggers when a new user is created..
Try ItTriggerPolling - Task NameRequired
- Task Owner IdRequired
- Assigned ToRequired
- PriorityRequired
- Project IdRequired
- StatusRequired
- Start DateRequired
- End DateRequired
ActionWrite- 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 ItTriggerPolling
- New Task
Triggers when a new task is created.
Try ItTriggerPolling - Project NameRequired
- Project Owner IdRequired
- Project Team Member Id(s)Required
- StatusRequired
- Start DateRequired
- End DateRequired
ActionWrite- First NameRequired
- Last NameRequired
- EmailRequired
ActionWrite- 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 ItTriggerPolling