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Workamajig + Zoho CRM

Workamajig + Zoho CRM

Workamajig + Zoho CRM integrations

Create opportunities in Workamajig from new or updated contacts in Zoho CRM

Effortlessly keep your sales opportunities up to date with this automation between Zoho CRM and Workamajig. Whenever a new or updated contact is detected in Zoho CRM, a corresponding opportunity will be created in Workamajig, ensuring your team stays informed and can quickly capitalize on potential business. With this seamless workflow, you can focus on building relationships and closing deals, rather than manually transferring data between systems.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers 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.
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new opportunity.
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More things you can do with Zoho CRM and Workamajig

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

  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM triggers, actions, and search
    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
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search
    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
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About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
Related categories
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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