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Select a trigger from ProjectManager

A trigger is an event that starts your Zap and runs the workflow. For example, with ProjectManager, a trigger could be "New User."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ProjectManager to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ProjectManager to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect ProjectManager and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

New User
Triggered when a new user is added to your account
Trigger
Polling
Try It
- Project ID
Trigger
Polling
Try It
- Name
  Required
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- Access
  Required
Action
Write
- User
- Task ID
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Write
- Project ID
Action
Write
Get Project Priorities
Gets a list of all the priorities which can be applied to a project
Action
Write
- Project ID
Action
Write
- Task ID
  Required
Action
Write
- Project ID
Action
Write
Get User Roles
Get all the roles which can be assigned to a user
Action
Write
Get User Teams
Get all the teams which a user can be added to
Action
Write
- Task ID
  Required
- Field ID
  Required
- Value
  Required
Action
Write
- Task ID
  Required
- Name
  Required
- Description
- Due Date
- Progress
  Required
- Priority
- Status
Action
Write
- User
- First Name
  Required
- Last Name
  Required
- Phone
- Notes
- Teams
- Skills
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Assignable Users Only
- Team
- Skill
- Role
Action
Search
- Date From
- Date To
- Project ID
- Task ID
  Required
- User
- Order By
  Required
Action
Search
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
Action
Search or write
- Date From
- Date To
- Project ID
- Task ID
  Required
- User
- Order By
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Search or write
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.
Trigger
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

New Project
Triggers when a new project is created
Trigger
Polling
Try It
- Project ID
- User
Trigger
Polling
Try It
- Project ID
- Name
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Priority
- Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Notes
- Role
- Teams
- Skills
Action
Write
Get Project Folders
Get all of the project folders, used to organise your projects
Action
Write
Get Project Statuses
Get all the statuses which can be applied to a project
Action
Write
- Task ID
  Required
Action
Write
Get Task Priorities
Get all the priorities which can be applied to a task
Action
Write
- User
Action
Write
Get User Skills
Get all the skills which can be applied to a user
Action
Write
Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
Action
Write
- Project ID
- Name
  Required
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
Action
Write
- Timesheet Entry ID
  Required
- Hours
  Required
- Notes
Action
Write
- Name
  Required
- Manager
- Priority
- Status
- Folder
Action
Search
- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Name
  Required
- Summary Task
- Order By
  Required
Action
Search
- Name
  Required
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- Access
  Required
Action
Search or write
- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Name
  Required
- Summary Task
- Order By
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Status
Action
Search or write
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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Learn how to automate Zoho CRM on the Zapier blog

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

Related categories

Project Management

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

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