Rocketlane + Zoho CRM

Rocketlane + Zoho CRM integrations

Create new Rocketlane projects from new module entries in Zoho CRM

Streamline your project management process with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a corresponding project will be set up in Rocketlane. This connection eliminates the need for manual data transfer between the two platforms, making your operations more efficient and reducing the chances of errors. Experience seamless data transition and let this automation handle the tedious tasks for you.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with Zoho CRM and Rocketlane

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

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
- Changed Account Field
Trigger
Instant
Try It
- Form Template
  Required
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- Project
  Required
Action
Write
- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search

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
Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It
- Changed Task Field
Trigger
Instant
Try It
- Account Name
Action
Write
- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

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Related categories

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)

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Zoho

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