Workbooks CRM + Zoho Projects Integration
Connect Workbooks CRM to Zoho Projects in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Workbooks CRM Instant- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
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.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Zoho Projects Automations from
Integrately Community
Most popular
01
Create Google Sheets row for new Zoho Projects task
02
Create GitScrum task for new Zoho Projects task
03
Create Asana task for new Zoho Projects task
04
Create Trello card for new Zoho Projects task
05
Create Microsoft Excel row for new Zoho Projects task
Most popular
01
Create Google Sheets row for new Zoho Projects task
02
Create GitScrum task for new Zoho Projects task
03
Create Asana task for new Zoho Projects task
04
Create Trello card for new Zoho Projects task
05
Create Microsoft Excel row for new Zoho Projects task
06
Create ClickUp task for new Zoho Projects task
07
Create TimeCamp task for new Zoho Projects task
08
Create DoneDone task for new Zoho Projects task
09
Create Productive.io task for new Zoho Projects task
10
Create Jumppl task for new Zoho Projects task
How Integrately Works?
1
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2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Zoho Projects Now 
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You Can Also Connect Workbooks CRM or Zoho Projects With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Zoho Projects
Whether 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.
