Projetly + Zoho CRM

Projetly + Zoho CRM integrations

Create Zoho CRM module entries for new Projetly projects

When a new project kicks off, the surrounding business context often needs a record in your CRM as well. This automation creates a module entry in Zoho CRM for every new project created in Projetly. Your CRM reflects active engagements as soon as work begins, with nothing copied over by hand.

When this happens...
New Project CreatedTriggers when a new project is created in Projetly.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Projetly and Zoho CRM

Discover other triggers and actions you can use with Projetly and Zoho CRM

New Company Created
Triggers when a new company is created.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
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- Project
Trigger
Instant
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- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write

- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
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
- 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

Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
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Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
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

About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

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Related categories

Beta

Project Management

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Projetly + Zoho CRM

Projetly + Zoho CRM

Create Zoho CRM module entries for new Projetly projects

More things you can do with Projetly and Zoho CRM

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