GoVisually + Zoho CRM

Create new GoVisually projects from new Zoho CRM contacts

With this workflow, streamline your project management by easily turning new Zoho CRM contacts into fresh projects in GoVisually. As soon as there's a new contact in Zoho CRM, a corresponding GoVisually project will be set up, simplifying your work and saving you time. No more manual data entry, keep your team organized and focused on project completion.

With this workflow, streamline your project management by easily turning new Zoho CRM contacts into fresh projects in GoVisually. As soon as there's a new contact in Zoho CRM, a corresponding GoVisually project will be set up, simplifying your work and saving you time. No more manual data entry, keep your team organized and focused on project completion.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    GoVisuallyGoVisually
    Create Project

    Creates a project.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

govisually logo
govisually logo

About GoVisually

GoVisually is the simplest online proofing solution to get visual feedback directly on Designs, PDFs & Video content.

Related categories

  • App Builder

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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