Rocketlane + Zoho CRM
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.
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 Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Project
Creates a project.
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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 ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
