CRM PipeRun + Zoho Projects

Create new CRM PipeRun deals from new Zoho Projects

Streamline your sales and project management process with this automation. Once set up, whenever a new project is added in Zoho Projects, a corresponding new deal is created in CRM PipeRun. This can enhance coordination between departments and ensure that every project directly results in actionable leads in CRM PipeRun. Say goodbye to manually entering project details and save time for more profitable tasks.

When this happens...
New Project
Trigger when a new project is created.
TriggerPolling
automatically do this!
New Deal
Create a new deal
ActionWrite

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Supported triggers and actions

- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- UsersRequired
- TimeRequired
- DateRequired
- Billing StatusRequired
- Task/BugRequired
Trigger
Polling
Try It
New Project
Trigger when a new project is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- Bug TitleRequired
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write

- Project NameRequired
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- ProjectRequired
- Task List NameRequired
- Flag
Action
Write

- ProjectRequired
- Folder
- FileRequired
Action
Write
- Enter Search KeyRequired
Action
Search
New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Items
Triggers when an item is created.
Trigger
Polling
Try It
New Deal
Triggers when a deal is created.
Trigger
Polling
Try It
- Data MethodRequired
Trigger
Polling
Try It
- SubjectRequired
- DescriptionRequired
- TypeRequired
- OwnerRequired
- DealRequired
- StatusRequired
- Start AtRequired
- DurationRequired
Action
Write
- UpdateRequired
- StatusRequired
- IdentifierRequired
- TitleRequired
- Funnel/StageRequired
- Owner
- Deal value (P&S)
- Recurring value (MRR)
- Person EmailRequired
- Person Name
- Person ID (CPF)
- Person Phone
- Person Mobile Phone
- Person City
- State
- Person Job
- Company ID (CNPJ)
- Company Name
- Company Website
- Origin/Source
- Notes
- Tags
Action
Write
- NameRequired
- Person ID (CPF)
- Gender
- Email
- Phone
- Manager
- Person Job
- Website
- Facebook
- LinkedIn
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write

- ProjectRequired
- Folder
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- Status
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- Log NameRequired
- Notes
- DateRequired
- Billing StatusRequired
- HoursRequired
Action
Write
- ProjectRequired
- Milestone NameRequired
- Who Is Responsible?Required
- Milestone FlagRequired
Action
Write
- ProjectRequired
- Task List
- Task NameRequired
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project IdRequired
- Project NameRequired
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner NameRequired
Action
Search
New Company
Triggers when a company is created.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is updated to lost.
Trigger
Polling
Try It
New Person
Triggers when a person is created.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is updated to won.
Trigger
Polling
Try It
- NameRequired
- Company Name
- Company ID (CNPJ)
- Email
- Phone
- Website
- Facebook
- LinkedIn
- Owner
- Manager
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write
- NameRequired
- Cost
- Unit Value
- DescriptionRequired
- TypeRequired
Action
Write
- UserRequired
- CurrencyRequired
- Proposal CounterRequired
- DealRequired
- Items
Action
Write

About CRM PipeRun

CRM PipeRun is a Sales Funnel and Management CRM. From generated lead to the signed contract, all in a single system.

Learn more

Related categories

Sales & CRM

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn more

CRM PipeRun + Zoho Projects

Create new CRM PipeRun deals from new Zoho Projects

New Bug

New Log Time

New Project

New Task List

Create Bug

Create Project

Create Task List

Upload File

Find Project

New Activity

New Items

New Deal

Updated Deal

Create Activity

New Deal

Create Person

New File

New Milestone

New Task

Add Log Time

Create Milestone

Create Task

Update Project

API Request (Beta)

Find Project Owner

New Company

Lost Deal

New Person

Won Deal

Create Company

Create Item

Create Proposal

About CRM PipeRun

Related categories

About Zoho Projects

Related categories

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