Zoho Projects + Dashly Integration
Integrate Dashly to Zoho Projects in one click, or tell Integrately AI how you want each lead handled. Create tasks, set up projects, update your task lists, and keep your teams aligned automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Zoho Projects- Task is completed in project in Zoho Projects
- Task status is changed to closed in Zoho Projects
- Project is created in Zoho Projects
- Project is updated in Zoho Projects
- Task list is created in Zoho Projects
- Log time is created in Zoho Projects
- Bug is created in Zoho Projects
- Milestone is created in Zoho Projects
Lead is created in Dashly
2.
- Search task in Zoho Projects
- Create project in Zoho Projects
- Update project in Zoho Projects
- Search project in Zoho Projects
- Create task in Zoho Projects
- Create task list in Zoho Projects
- Add a time log in Zoho Projects
- Create bug in Zoho Projects
- Create milestone in Zoho Projects
- Search task list in Zoho Projects
Trusted by experts at...
Ready Workflows for Zoho Projects + Dashly Integration
Capture new leads, create corresponding tasks in Zoho Projects, assign projects, update task lists, and notify your teams, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Dashly + Zoho Projects flow
Streamline your customer data and project management by connecting team chat, spreadsheets, CRMs, and email tools. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) +
HubSpot (8)
HubSpot (8) +
Gmail (8)
Gmail (8) +
Calendly (3)
Calendly (3) +
Notion (8)
Notion (8) D
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Create a Zoho Projects task for every new Dashly lead, and notify your team instantly on Slack
New Dashly leads instantly generate a Zoho Projects task and alert your team on Slack, eliminating manual handoffs and missed follow-ups.
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Set up a Zoho Projects project for every new Dashly lead, and alert your team on Slack
Every new Dashly lead automatically provisions a Zoho Projects project while posting an instant alert in Slack.
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Create a Zoho Projects milestone for every new Dashly lead, and post the update in Slack
Dashly lead arrivals automatically establish new milestones in Zoho Projects and broadcast updates via Slack.
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Open a Zoho Projects task list for every new Dashly lead, and notify the channel in Slack
Organize incoming work by automatically creating a Zoho Projects task list from Dashly leads and notifying Slack.
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If a Dashly lead is enterprise tier, set up a Zoho Projects project and alert managers in Slack
Route enterprise Dashly leads into dedicated Zoho Projects workspaces and notify managers in Slack automatically.
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Log a tracking bug in Zoho Projects for every Dashly lead, and post the details to Slack
Capture incoming lead inquiry bugs in Zoho Projects and announce them instantly in Slack.
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Use Claude to evaluate new Dashly leads. If qualified, create a Zoho Projects task and alert the sales channel in Slack
Claude reviews incoming Dashly leads, triggers a Zoho Projects task when qualified, and notifies Slack.
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Create a Zoho Projects task for every Dashly lead, log it in Google Sheets, and announce it in Slack
Multi-app pipelines sync Dashly leads to Zoho Projects and Google Sheets while announcing updates in Slack.
Supported triggers and actions for Zoho Projects and Dashly
Mix and match to build the exact automation you need
Zoho Projects Triggers & Actions
Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
Try it → Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
Try it → Task list is created in Zoho Projects
Triggers the automation when a new task list is created
Try it → Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
Try it → Dashly Triggers & Actions
What can you automate with Dashly + Zoho Projects?
Streamline your conversion and project workflows with robust automated connections between Dashly and Zoho Projects.
🚀
Create Zoho Projects tasks from new Dashly leads
Automatically generate a new task in Zoho Projects the moment a lead is created in Dashly. Eliminate manual copying and ensure immediate action on every website conversion.
📝
Capture every submitted lead attribute
Map all available contact details and custom fields from Dashly into your Zoho Projects task descriptions and custom attributes instead of just names and email addresses.
🔔
Notify your project team instantly
Trigger instant team notifications and task assignments in Zoho Projects as soon as a new lead engages with your Dashly tracking flows.
🔀
Route tasks based on lead criteria
Create different types of projects or task lists in Zoho Projects depending on specific form responses or tier selections submitted through Dashly.
🔄
Keep project records continuously updated
Maintain perfectly synchronized project data by pushing fresh conversion details from Dashly straight into existing Zoho Projects items.
🔍
Prevent duplicate records and clutter
Search existing items in Zoho Projects before creating new tasks or projects, ensuring your workspace remains clean and organized.
⏱️
Log initial billable hours automatically
Create initial time logs in Zoho Projects for onboarding tasks the moment a high-value lead is captured in Dashly.
🔗
Extend your workflow to Slack
Connect Dashly and Zoho Projects to Slack to announce new lead milestones and task creations directly in your team channels.
And much more...
Who is Dashly + Zoho Projects integration for?
Connecting Dashly and Zoho Projects eliminates manual data transfer, helping teams track leads, manage projects, and deliver results without delays.
Performance marketers
Project managers
Client success leads
Support team leads
Sales operations specialists
Operations coordinators
📈
Performance marketers
You're running campaigns across multiple channels but your tracking reports only update when someone manually exports lead data, so the conversion metrics you're optimising against are always outdated — with this integration, every new lead creates a Zoho Projects task instantly and your operations stay current.
⚡
Project managers
You need to kick off client onboarding immediately when prospects convert, but you find out about new website leads hours later through delayed email notifications — this integration means every new lead provisions a Zoho Projects project automatically and your team starts work right away.
🤝
Client success leads
You answer to key stakeholders who demand immediate visibility into incoming client accounts, but manual data entry leaves gaps in your project timelines — automating both apps means every lead generates structured Zoho Projects tasks and your reporting is always complete.
📊
Support team leads
The volume of inquiries coming through your website is too high for anyone to keep up by hand, leading to missed tracking items and disorganized task lists — connecting these apps means every lead populates Zoho Projects task lists automatically without manual copying.
⚙️
Sales operations specialists
You own the handoff between lead capture and project delivery, but dependent teams often miss notifications when prospects convert on your site — this integration means lead data flows straight into Zoho Projects tasks so downstream handoffs never fail.
📋
Operations coordinators
You need a reliable history of every website interaction, but manual record-keeping always results in missing entries and untracked milestones — automating both apps means every lead is captured in Zoho Projects milestones and your audit trails remain spotless.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Zoho Projects + Dashly
Build and manage your Zoho Projects + Dashly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho Projects + Dashly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Zoho Projects + Dashly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Dashly to Zoho Projects?
You can connect Dashly to Zoho Projects in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build the automation for your team.
Can I automatically create a Zoho Projects task from a Dashly lead?
Can I connect Dashly, Zoho Projects, and Slack?
What is a good Zapier alternative for Dashly and Zoho Projects?
How does Dashly handle lead data during integration?
Can Zoho Projects projects be created automatically from leads?
Do I need coding skills to integrate Dashly and Zoho Projects?
Is the Dashly and Zoho Projects integration free?
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