Connect Privio Center and Zoho CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
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.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Project" from Privio Center.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Privio Center and Zoho CRM, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
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