When Project is created in Zeplin > Create module entry in Zoho CRM
Zeplin + Zoho CRM Integration
Zoho CRM + Zeplin Integration
Integrate Zeplin to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Export design updates directly into your CRM, create records, update contacts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
Note is deleted in Zeplin Instant- Note is created in Zeplin Instant
- Comment is added to note in Zeplin Instant
- Comment is deleted in Zeplin Instant
- Project is updated in Zeplin Instant
- Project is created in Zeplin Instant
- Project color is created in Zeplin Instant
- Styleguide color is created in Zeplin Instant
- Project color is updated in Zeplin Instant
- Styleguide color is updated in Zeplin Instant
- Project color is deleted in Zeplin Instant
- Styleguide color is deleted in Zeplin Instant
- Screen is created in Zeplin Instant
- New screen version is created in Zeplin Instant
- Component is added to styleguide in Zeplin Instant
- Component is updated in Zeplin Instant
- Screen is updated in Zeplin Instant
2.
- Create or Update Lead in Zoho CRM
- Add attachment in Zoho CRM
- Create module entry in Zoho CRM
- Create or Update Module Entry in Zoho CRM
- Update module entry in Zoho CRM
- Search module entry in Zoho CRM
- Get module entry by Id in Zoho CRM
- Create or Update Contact in Zoho CRM
- Search contact in Zoho CRM
- Convert lead in Zoho CRM
- Search lead in Zoho CRM
- Add note to module entry in Zoho CRM
- Add tag in Zoho CRM
- Create styleguides color in Zeplin
- Create a note in Zeplin
- Create project color in Zeplin
- Create new screen in Zeplin
- Create new screen version in Zeplin
Trusted by experts at...
Ready Workflows for Zeplin + Zoho CRM Integration
Capture leads from new projects, update contact records, log design notes, and keep your CRM synced, all in just one click.
Most popular automations
When Project color is created in Zeplin > Create module entry in Zoho CRM
Zeplin + Zoho CRM Integration
When Styleguide color is created in Zeplin > Create module entry in Zoho CRM
Zeplin + Zoho CRM Integration
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Connect more apps to your Zeplin + Zoho CRM flow
Connect supporting tools to handle notifications, track issues, and sync documentation after your core flow finishes. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Jira Software Cloud (3)
Jira Software Cloud (3) +
Figma (3)
Figma (3) +
Notion (3)
Notion (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) Z
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Create a Zoho CRM lead from every new Zeplin project, and notify your sales channel in Slack
New Zeplin projects automatically generate leads in Zoho CRM while alerting your team in Slack, removing manual data entry.
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When a new screen is created in Zeplin, create a Zoho CRM module entry and alert your team in Slack
Keep track of design outputs by logging new Zeplin screens in Zoho CRM and notifying your team on Slack instantly.
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When a Zeplin project is updated, update the Zoho CRM module entry and post the update in Slack
Project updates in Zeplin automatically update your Zoho CRM module entry and notify your team in Slack.
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Use Claude to summarise every new Zeplin note, save it as a Zoho CRM note, and post the brief in Slack
AI summarises design notes from Zeplin, stores them in Zoho CRM, and shares the brief in Slack automatically.
Supported triggers and actions for Zoho CRM and Zeplin
Mix and match to build the exact automation you need
Zoho CRM Triggers & Actions
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it → Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it → Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it → Zeplin Triggers & Actions
Instant
Comment is added to note in Zeplin
Triggers the automation when a comment is added to a note
Try it → Instant
Project color is created in Zeplin
Triggers the automation when a new color project is created
Try it → Instant
Styleguide color is created in Zeplin
Triggers the automation when a new styleguide color is added
Try it → Instant
Project color is updated in Zeplin
Triggers the automation when project color is updated
Try it → Instant
Styleguide color is updated in Zeplin
Triggers the automation when a styleguide color is modified
Try it → Instant
Project color is deleted in Zeplin
Triggers the automation when a color project is deleted
Try it → Instant
Styleguide color is deleted in Zeplin
Triggers the automation when a styleguide color is removed
Try it → Instant
New screen version is created in Zeplin
Triggers the automation when a new screen version is created
Try it → Instant
Component is added to styleguide in Zeplin
Triggers the automation when a component is added to the styleguide
Try it → What can you automate with Zeplin + Zoho CRM?
Streamline design handoffs, sync project metadata, and keep your CRM records updated automatically.
🎯
Create CRM leads from new projects
Generate a new lead in Zoho CRM the moment a project is created in Zeplin, eliminating manual data entry between design and sales teams.
📝
Capture every submitted project note
Map detailed notes and comments from Zeplin straight into Zoho CRM module entries so your team never misses critical context.
🔔
Notify your team instantly
Alert sales or project managers the second a new screen or project update is logged in Zeplin.
🔀
Route records based on project criteria
Apply conditional rules to sort leads or update specific module entries depending on project parameters submitted in Zeplin.
🔄
Keep module entries up to date
Update existing Zoho CRM records automatically whenever project details or screen versions change in Zeplin.
🔍
Search and update without duplicates
Search existing records before creating entries, ensuring your CRM database stays clean and free of duplicate contacts.
⚙️
Handle status changes and updates
Trigger automated workflows when project colors, styleguides, or screen versions are modified across your design workspace.
🔗
Extend flows to external tools
Connect your core Zeplin and Zoho CRM workflow with Slack, Notion, or Jira Software Cloud for complete team visibility.
And much more...
Who is Zeplin + Zoho CRM integration for?
Connecting design workflows to CRM records helps cross-functional teams eliminate manual data entry, maintain accurate project histories, and accelerate client handoffs.
Sales directors
Account managers
Agency project leads
Operations coordinators
Design handoff managers
CRM administrators
📈
Sales directors
You review pipeline reports and client acquisition metrics, but your CRM records are missing design project handoffs because details are updated manually — with this integration, every new project creates a lead instantly and your pipeline data stays current.
⚡
Account managers
You need to act fast when deliverables change, and you find out about project updates too late because design statuses live outside your CRM — this integration means every project update syncs automatically and you can respond to clients immediately.
🤝
Agency project leads
You answer to external clients who want to see design progress tracked against CRM milestones, but manual reporting creates constant delays — automating both apps means your records update in real time and client reviews run smoothly.
📊
Operations coordinators
The volume of design assets and client inquiries is too high for anyone to keep up by hand, leading to missed entries and untracked records — with this integration, high-volume project creation flows straight into your CRM without bottlenecks.
👥
Design handoff managers
You own the initial design stage and depend on downstream teams to log lead handoffs, but manual copy-pasting causes frequent communication gaps — connecting these apps means every project transition hands off project details instantly.
🗂️
CRM administrators
You need a reliable history of client projects and keep finding gaps where design deliverables were never logged in the database — this integration means every screen and project is recorded accurately with zero missing entries.
Did you know?
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Why choose Integrately to automate Zoho CRM + Zeplin
Build and manage your Zoho CRM + Zeplin automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Free done-for-you setup
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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.
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Frequently Asked Questions
How do I connect Zeplin to Zoho CRM?
You can connect Zeplin to Zoho CRM in 1-click using ready-made templates or ask Integrately AI to build your integration. Link your accounts and start syncing projects with Slack, Jira Software Cloud, Figma, and 1,500+ other apps.
Can I automatically create a Zoho CRM lead when a new project is created in Zeplin?
Can I connect Zeplin, Zoho CRM, and Slack?
What is a good Zapier alternative for Zeplin and Zoho CRM?
How does Zeplin handle project data when connected to Zoho CRM?
Can Zoho CRM trigger updates when Zeplin screens change?
Do I need coding skills to automate Zeplin and Zoho CRM?
Is the Zeplin and Zoho CRM integration free?
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