Freshsales Suite + Zoho Projects

Create task lists in Zoho Projects for new contacts in Freshsales Suite

Easily manage your projects while staying updated on new leads with this automation. When a new contact is added in Freshsales Suite, a task list will be created in Zoho Projects to ensure your team can immediately start working on the new assignment. This workflow not only saves time but also keeps your project management organized and efficient.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Task List
Creates a new Task List.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or 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

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- 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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Freshsales Suite + Zoho Projects

Create task lists in Zoho Projects for new contacts in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

New File

New Milestone

New Task

Add Log Time

Create Milestone

Create Task

Update Project

API Request (Beta)

Find Project Owner

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

New Bug

New Log Time

New Project

New Task List

Create Bug

Create Project

Create Task List

Upload File

Find Project

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About Zoho Projects

Related categories

Similar apps

Teamwork

Kantata OX

Insightly