Process Plan + Zoho CRM + Gmail Integrations
How to connect Process Plan + Zoho CRM + Gmail
Zapier lets you send info between Process Plan and Zoho CRM and Gmail automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Process Plan + Zoho CRM + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Process Plan, Zoho CRM, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
Process TemplateRequired
When This Field Is UpdatedRequired
Try ItProcess TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Canceled (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Try It
Process TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Assigned (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Task Is Completed (No Selection = Any Tasks)
When This Task Response Is Used (No Selection = Any Response)
Try ItProcess TemplateRequired
Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Try It
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How Process Plan + Zoho CRM + Gmail Integrations Work
- Step 1: Authenticate Process Plan, Zoho CRM, and Gmail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
