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.
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.
- automatically do this!New Deal
Create a new deal
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