When Task is completed in project in Zoho Projects > Check any condition > Create contact in Solve CRM
Zoho Projects + Solve CRM Integration
Solve CRM + Zoho Projects Integration
Integrate Solve CRM to Zoho Projects in one click, or tell Integrately AI how you want each contact handled. Create tasks, update project milestones, log time, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
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
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- 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 Solve CRM + Zoho Projects Integration
Create tasks from new contacts, update project milestones, track time logs, and alert your team, all in just one click.
Most popular automation
When Task status is changed to closed in Zoho Projects > Check any condition > Create contact in Solve CRM
Zoho Projects + Solve CRM Integration
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Connect more apps to your Solve CRM + Zoho Projects flow
Sync your project updates and client records with communication tools, invoicing platforms, and scheduling apps. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Calendly (4)
Calendly (4) +
Google Drive (4)
Google Drive (4) S
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Create a Zoho Projects task for every new Solve CRM contact, and notify your sales team in Slack
New Solve CRM contacts automatically generate a Zoho Projects task and Slack alerts your team instantly.
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When a Zoho Projects task is completed, update the company record in Solve CRM and post an update in Slack
Completed Zoho Projects tasks update Solve CRM companies automatically while notifying your team in Slack.
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Use Claude to summarise every new Solve CRM contact, create a Zoho Projects task, and post the brief in Slack
Claude analyses new Solve CRM contacts before creating a Zoho Projects task and notifying your team in Slack.
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When a Zoho Projects task status changes to closed, update the company in Solve CRM and notify your managers in Slack
Closed Zoho Projects tasks update Solve CRM company records and alert managers in Slack automatically.
Supported triggers and actions for Solve CRM and Zoho Projects
Mix and match to build the exact automation you need
Solve CRM Triggers & Actions
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 → What can you automate with Solve CRM + Zoho Projects?
Streamline your customer operations and project delivery with automated workflows designed for every stage of your work.
🔄
Sync Solve CRM contacts into Zoho Projects tasks
Turn every new contact created in Solve CRM into an actionable task inside Zoho Projects the moment it arrives. Eliminate manual copying and ensure project work begins without delay.
📝
Capture every submitted field and project detail
Map all available contact attributes and company data from Solve CRM straight into Zoho Projects fields. Your project boards remain comprehensive and ready for team execution.
🔔
Alert your team the moment tasks are created
Notify department channels or specific team members instantly whenever a new project or task is generated. Keep everyone informed and accountable from the start.
🔀
Route tasks based on submitted form criteria
Apply conditional logic to direct high-priority requests to specialized project lists while routing standard inquiries to general workflows automatically.
🔄
Keep project records and company profiles updated
Reflect project updates, milestone creations, and task changes across both Solve CRM and Zoho Projects in real time. Maintain consistent data across your entire tech stack.
🔍
Search and update instead of creating duplicates
Check existing records before creating new company profiles or tasks. Keep your databases clean and organized by updating existing entries automatically.
⏱️
Handle task closures and time logs seamlessly
Trigger automated updates whenever a task status is changed to closed or a new time log is created. Keep your billing and project tracking synchronized.
🔌
Extend your workflow to team messaging apps
Connect your core automation to Slack or Gmail to notify stakeholders, send confirmation emails, and keep external partners informed of project milestones.
And much more...
Who is Solve CRM + Zoho Projects integration for?
Project managers, customer service leads, and operations teams struggling with disconnected client records and delayed task handoffs can finally automate their workflows effortlessly.
Operations managers
Customer service supervisors
Client success managers
Support team leads
Project coordinators
Account managers
📈
Operations managers
You're reviewing task completion metrics across departments but your reporting sheet only updates when someone manually exports records, so the numbers you're analyzing are always a few hours behind — with this integration, every new contact and task syncs instantly and your data stays current.
⚡
Customer service supervisors
You need to act fast when new client requests arrive, but you find out about escalations too late because customer data sits isolated in Solve CRM — with this integration, every new contact immediately triggers project tasks and team alerts.
🤝
Client success managers
You answer to key accounts that want to see project progress in real time, but manual status updates leave gaps in your client communication — with this integration, completed tasks and project milestones update records automatically.
📊
Support team leads
The incoming volume of bug reports and support requests is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every bug and milestone triggers automated workflows without manual intervention.
📋
Project coordinators
You own the project execution phase and depend on sales teams to hand over client details from Solve CRM before you can begin work — with this integration, every new company and contact instantly provisions project tasks.
🗂️
Account managers
You need a reliable history of all client interactions and project deliverables, but keep finding gaps caused by manual data entry errors — with this integration, every record update flows seamlessly across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Solve CRM + Zoho Projects
Build and manage your Solve CRM + Zoho Projects automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Zoho Projects 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
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Frequently Asked Questions
How do I connect Solve CRM to Zoho Projects?
You can connect Solve CRM to Zoho Projects in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, Gmail, and Google Drive.
Can I automatically create Zoho Projects tasks from new Solve CRM contacts?
Can I connect Solve CRM, Zoho Projects, and Slack?
What is a good Zapier alternative for Solve CRM and Zoho Projects?
How does Solve CRM handle contact and company data in integrations?
How does Zoho Projects manage task and milestone updates?
Can I automate Solve CRM and Zoho Projects without coding?
Is the Solve CRM and Zoho Projects integration free?
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