Ready workflows for PerfexCRM + Zoho Projects Integration
Just click on the workflow you want to automate
When Task is completed in project in Zoho Projects > Check any condition > Create lead in PerfexCRM
When Task status is changed to closed in Zoho Projects > Check any condition > Add staff in PerfexCRM
When Task status is changed to closed in Zoho Projects > Check any condition > Create lead in PerfexCRM
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Create Your Own PerfexCRM & Zoho Projects Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PerfexCRM & Zoho Projects
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Integrate PerfexCRM & Zoho Projects In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Zoho Projects with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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You Can Also Connect PerfexCRM or Zoho Projects With 1100+ Other Apps
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
See PerfexCRM IntegrationsWhether you're working on a small personal project or a large enterprise project, Zoho Projects can help you stay organized with its simplified yet comprehensive features.
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