Zoho CRM + Projectplace Integration

Connect Zoho CRM to Projectplace in 1 click

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Popular Zoho CRM + Projectplace Workflows

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Projectplace + Zoho CRM Integration

Create Zoho CRM module for new Projectplace card

As any project manager would agree, spreadsheets are essential for tracking progress and ensuring that tasks are completed on time. However, manually creating a new Zoho CRM module for every new Projectplace card can be time-consuming and error-prone.

This process can be automated using Integrately's Projectplace - Zoho CRM integration. With this integration, a new Zoho CRM module will be created for every new Projectplace card.

This will save time and ensure that your project data is always up-to-date.
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Zoho CRM + Projectplace Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
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Integrate Zoho CRM & Projectplace In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Zoho CRM or Projectplace With 1200+ Other Apps

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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

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Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

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