Zoho Projects + LionDesk Integration

Integrate LionDesk to Zoho Projects in one click, or tell Integrately AI how you want each contact handled. Create projects, assign tasks, log time, and track progress automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Projects
    Task is created in Zoho Projects
  • Zoho Projects
    Task is completed in project in Zoho Projects
  • Zoho Projects
    Task status is changed to closed in Zoho Projects
  • Zoho Projects
    Project is created in Zoho Projects
  • Zoho Projects
    Project is updated in Zoho Projects
  • Zoho Projects
    Task list is created in Zoho Projects
  • Zoho Projects
    Log time is created in Zoho Projects
  • Zoho Projects
    Bug is created in Zoho Projects
  • Zoho Projects
    Milestone is created in Zoho Projects
  • LionDesk
    Contact is created in LionDesk
Arrow Right
2.
  • Zoho Projects
    Search task in Zoho Projects
  • Zoho Projects
    Create project in Zoho Projects
  • Zoho Projects
    Update project in Zoho Projects
  • Zoho Projects
    Search project in Zoho Projects
  • Zoho Projects
    Create task in Zoho Projects
  • Zoho Projects
    Create task list in Zoho Projects
  • Zoho Projects
    Add a time log in Zoho Projects
  • Zoho Projects
    Create bug in Zoho Projects
  • Zoho Projects
    Create milestone in Zoho Projects
  • Zoho Projects
    Search task list in Zoho Projects
  • LionDesk
    Create new contact in LionDesk
  • LionDesk
    Find contact in LionDesk
  • LionDesk
    Start campaign in LionDesk
  • LionDesk
    Add tags in LionDesk
  • LionDesk
    Update hotness in LionDesk
  • LionDesk
    Add comment in LionDesk

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Ready Workflows Ready Workflows for LionDesk + Zoho Projects Integration

Create tasks, set up projects, log work hours, update statuses, and track milestones, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your LionDesk + Zoho Projects flow

Notify your team, schedule follow-ups, send proposals, and manage customer data across your workflow. Pick a combination and activate it in one click.

Zoho Projects
LionDesk
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
ZapierZapier (3)
+
PandaDocPandaDoc (3)
L
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Add every new LionDesk contact to Zoho Projects as a task, and send a welcome email in Gmail.
New LionDesk contacts immediately trigger a task in Zoho Projects and an email in Gmail, so project coordinators never miss an onboarding step.
L
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Create a Zoho Projects project for new LionDesk contacts, and notify your accounts team via Gmail.
Trigger a Zoho Projects project from LionDesk contacts and alert your team in Gmail instantly.
L
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Log a milestone in Zoho Projects from LionDesk contacts, and send a confirmation email in Gmail.
Keep stakeholders informed by creating milestones in Zoho Projects and sending emails in Gmail.
L
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Create a task list in Zoho Projects for new LionDesk contacts, and email the briefing via Gmail.
Organise work items in Zoho Projects and distribute briefs through Gmail automatically.

Supported triggers and actions for Zoho Projects and LionDesk

Mix and match to build the exact automation you need

Zoho Projects
Zoho Projects Triggers & Actions
Task is created in Zoho Projects
Triggers the automation when a new task is created
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Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
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Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
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Project is created in Zoho Projects
Triggers the automation when a new project is created
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Project is updated in Zoho Projects
Triggers the automation when a project is updated
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Task list is created in Zoho Projects
Triggers the automation when a new task list is created
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Log time is created in Zoho Projects
Triggers the automation when a log time is created
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Bug is created in Zoho Projects
Triggers the automation when a bug is created
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Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
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Search task in Zoho Projects
Searches for a task
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Create project in Zoho Projects
Creates a new project
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Update project in Zoho Projects
Updates project information
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Search project in Zoho Projects
Searches for a project
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Create task in Zoho Projects
Creates a new task
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Create task list in Zoho Projects
Creates a new task list
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Add a time log in Zoho Projects
Track and record time spent on tasks
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Create bug in Zoho Projects
Logs a new bug
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Create milestone in Zoho Projects
Creates a milestone to track progress
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Search task list in Zoho Projects
Searches for a task list
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LionDesk
LionDesk Triggers & Actions
Contact is created in LionDesk
Triggers the automation when a new contact is created
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Create new contact in LionDesk
Adds a new contact to the address book
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Find contact in LionDesk
Searches and locate contact information
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Start campaign in LionDesk
Initiates a new marketing campaign
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Add tags in LionDesk
Categorize and assign tags based on predefined criteria
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Update hotness in LionDesk
Updates the ranking of items based on their current popularity or activity levels
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Add comment in LionDesk
Adds a comment to a record
Try it →

What can you automate with LionDesk + Zoho Projects?

Streamline your sales and project management workflows with reliable automated triggers and actions.

What you can automate?
🎯
Turn LionDesk contacts into Zoho Projects tasks automatically
Capture every contact created in LionDesk and instantly generate a corresponding task in Zoho Projects. Eliminate manual data entry and ensure project execution starts right away.
📋
Capture every submitted field in your project records
Map available contact details from LionDesk into separate Zoho Projects fields instead of just a basic name. Your project items become complete sources for client context.
🔔
Tell the right team member as soon as work begins
Send instant notifications to your delivery channels or inbox whenever a new contact generates a project task. Keep departments coordinated without manual follow-up messages.
🔀
Route tasks differently based on submitted contact data
Check contact attributes in LionDesk and create high-priority tasks in Zoho Projects for enterprise leads while standardizing regular entries.
🔄
Keep project records up to date as contacts change
Update existing project details and task lists in Zoho Projects whenever contact information is modified in LionDesk, maintaining synchronization across platforms.
🔍
Find existing records and avoid duplicate entries
Search for existing projects before creating new ones to prevent duplicate records in Zoho Projects, keeping your workspace clean and organized.
⏱️
Track time logs and project milestones effectively
Add time logs and create milestones in Zoho Projects to monitor progress accurately from the moment a new client is registered in LionDesk.
🔗
Extend your workflow to messaging and support apps
Connect your LionDesk and Zoho Projects flow with Slack or Gmail to alert team members or send client emails as soon as tasks are created.
And much more...

Who is LionDesk + Zoho Projects integration for?

Sales managers and project coordinators depend on timely handoffs, replacing manual data transfer with automated task and project creation.

Sales Operations Managers
Sales Operations Managers
Project Coordinators
Project Coordinators
Client Success Leads
Client Success Leads
Agency Directors
Agency Directors
Implementation Specialists
Implementation Specialists
Operations Analysts
Operations Analysts
📈
Sales Operations Managers
You review lead conversion metrics every week, but your project boards only update when someone manually exports contacts, so the completion counts you're tracking are always hours behind — with this integration, every new contact lands in your project tracker instantly and your pipeline stays accurate.
Project Coordinators
You need to assign tasks the moment a client signs up, but leads sit in LionDesk until someone checks the inbox, causing avoidable project delays — this integration means every new contact automatically generates a task in Zoho Projects so work begins immediately.
🤝
Client Success Leads
You answer to stakeholders who expect prompt project kickoff after sales conversion, but tracking down contact details across tools wastes valuable hours — automating both apps means every contact creates a project record and your team gets notified right away.
📊
Agency Directors
The volume of inbound leads is too high for your team to keep up with manual data entry between sales and project management tools — connecting these apps means every contact populates Zoho Projects tasks without manual copy-pasting.
🔧
Implementation Specialists
You own the client onboarding phase and depend on sales reps to hand over details from LionDesk before you can start setting up workspaces — this integration means every contact triggers project creation automatically so you never wait on manual handoffs.
📁
Operations Analysts
You need a reliable history of all client engagements, but manual record creation leads to missing tasks and incomplete project timelines — automating this workflow ensures every contact is logged accurately in your project management system.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Zoho Projects + LionDesk

Build and manage your Zoho Projects + LionDesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Projects + LionDesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect LionDesk to Zoho Projects?
Frequently Asked Questions
You can connect LionDesk to Zoho Projects in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the automation. It links LionDesk, Zoho Projects, and apps like Slack, Gmail, and HubSpot instantly without any coding.
Can I automatically create a Zoho Projects task when a contact is added in LionDesk?
Frequently Asked Questions
Can I connect LionDesk, Zoho Projects, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LionDesk and Zoho Projects?
Frequently Asked Questions
How does LionDesk data trigger actions in Zoho Projects?
Frequently Asked Questions
Can I manage projects and tasks in Zoho Projects from LionDesk triggers?
Frequently Asked Questions
Do I need coding skills to integrate LionDesk and Zoho Projects?
Frequently Asked Questions
Is the LionDesk and Zoho Projects integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect LionDesk or Zoho Projects With 1500+ Other Apps

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Zoho Projects
Popular Zoho Projects Integrations
Sync Zoho Projects with time-tracking, accounting, bug-tracking, and document management tools to keep operations running smoothly.