Zoho Projects + CompanyHub Integration

Integrate CompanyHub to Zoho Projects in one click, or tell Integrately AI how you want each deal handled. Create tasks, update projects, alert your team, and track milestones automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Projects
    Task is created in Zoho Projects
  • Zoho Projects
    Task is completed in project in Zoho Projects
  • Zoho Projects
    Task status is changed to closed in Zoho Projects
  • Zoho Projects
    Project is created in Zoho Projects
  • Zoho Projects
    Project is updated in Zoho Projects
  • Zoho Projects
    Task list is created in Zoho Projects
  • Zoho Projects
    Log time is created in Zoho Projects
  • Zoho Projects
    Bug is created in Zoho Projects
  • Zoho Projects
    Milestone is created in Zoho Projects
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
Arrow Right
2.
  • Zoho Projects
    Search task in Zoho Projects
  • Zoho Projects
    Create project in Zoho Projects
  • Zoho Projects
    Update project in Zoho Projects
  • Zoho Projects
    Search project in Zoho Projects
  • Zoho Projects
    Create task in Zoho Projects
  • Zoho Projects
    Create task list in Zoho Projects
  • Zoho Projects
    Add a time log in Zoho Projects
  • Zoho Projects
    Create bug in Zoho Projects
  • Zoho Projects
    Create milestone in Zoho Projects
  • Zoho Projects
    Search task list in Zoho Projects
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CompanyHub + Zoho Projects Integration

Capture deals, manage projects, log hours, alert your team, and track milestones, all in just one click.

Most popular automationsmost-popular-automations
Zoho Projects + CompanyHub Integration

Create CompanyHub record for new Zoho Projects task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Zoho Projects and CompanyHub. By linking these two applications, you can ensure that every task is automatically recorded in the CompanyHub, making it easier to track and manage.
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Got a different task in mind? Describe it

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Connect more apps to your CompanyHub + Zoho Projects flow

Capture deals, manage projects, and keep your team aligned with seamless multi-app automations. Pick a combination and activate it in one click.

Zoho Projects
CompanyHub
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
C
Z
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Create a Zoho Projects task for every new CompanyHub deal, and send an email notification via Gmail.
New CompanyHub deals instantly trigger Zoho Projects task creation while sending a confirmation email via Gmail, eliminating manual handoffs.
C
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Send a welcome email via Gmail when a CompanyHub contact is created, and create a tracking task in Zoho Projects.
New CompanyHub contacts receive an instant welcome email via Gmail while Zoho Projects sets up a tracking task automatically.
C
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When a Zoho Projects task status is changed to closed, send a project completion email via Gmail and update CompanyHub.
Closed Zoho Projects tasks trigger a completion email via Gmail and update CompanyHub records automatically.
C
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Use Claude to draft an onboarding email for every new CompanyHub company, send it via Gmail, and create a Zoho Projects task.
Claude drafts a tailored onboarding email for new CompanyHub companies, which is sent via Gmail while Zoho Projects creates a kickoff task.

Supported triggers and actions for Zoho Projects and CompanyHub

Mix and match to build the exact automation you need

Zoho Projects
Zoho Projects Triggers & Actions
Task is created in Zoho Projects
Triggers the automation when a new task is created
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Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
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Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
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Project is created in Zoho Projects
Triggers the automation when a new project is created
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Project is updated in Zoho Projects
Triggers the automation when a project is updated
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Task list is created in Zoho Projects
Triggers the automation when a new task list is created
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Log time is created in Zoho Projects
Triggers the automation when a log time is created
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Bug is created in Zoho Projects
Triggers the automation when a bug is created
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Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
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Search task in Zoho Projects
Searches for a task
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Create project in Zoho Projects
Creates a new project
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Update project in Zoho Projects
Updates project information
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Search project in Zoho Projects
Searches for a project
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Create task in Zoho Projects
Creates a new task
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Create task list in Zoho Projects
Creates a new task list
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Add a time log in Zoho Projects
Track and record time spent on tasks
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Create bug in Zoho Projects
Logs a new bug
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Create milestone in Zoho Projects
Creates a milestone to track progress
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Search task list in Zoho Projects
Searches for a task list
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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with CompanyHub + Zoho Projects?

Streamline your sales-to-delivery workflow with automated deal creation, project setup, and status syncs.

What you can automate?
🚀
Turn every new CompanyHub deal into a Zoho Projects project automatically
When a deal is created in CompanyHub, Zoho Projects creates a matching project instantly. Eliminate manual handoffs and start delivery the moment a sale closes.
📋
Capture every submitted custom field from CompanyHub records into Zoho Projects
Map custom table records and deal fields directly into Zoho Projects tasks. Ensure your delivery team receives all necessary project parameters without re-typing data.
🔔
Alert your project team in Slack the moment a CompanyHub deal is won
Post instant notifications to your Slack channels whenever CompanyHub deals or quotes are created. Keep managers and execution teams informed in real time.
🔀
Route deals to different Zoho Projects workspaces based on custom fields
Evaluate deal attributes in CompanyHub to determine project placement. Direct enterprise deals and standard orders to the appropriate Zoho Projects workflows.
🔄
Keep Zoho Projects milestones updated automatically when CompanyHub deals change stages
Synchronize deal updates from CompanyHub with project milestones in Zoho Projects. Ensure project timelines reflect your sales pipeline status accurately.
🔍
Search existing CompanyHub records before creating duplicates in Zoho Projects
Perform automatic searches in CompanyHub and Zoho Projects to verify existing entries. Prevent duplicate records and keep your databases clean.
⏱️
Log time and update deal statuses when Zoho Projects tasks are completed
Track task completions and time logs in Zoho Projects while updating corresponding records in CompanyHub. Maintain accurate project billing and CRM history.
🔗
Connect CompanyHub and Zoho Projects with Gmail to send automated client welcome emails
Trigger client welcome emails via Gmail whenever CompanyHub deals are won and Zoho Projects tasks are initiated. Deliver a polished client onboarding experience.
And much more...

Who is CompanyHub + Zoho Projects integration for?

Connecting CompanyHub to Zoho Projects keeps sales and delivery teams aligned, eliminating manual data entry and ensuring no project update gets missed.

Sales Directors
Sales Directors
Project Managers
Project Managers
Account Executives
Account Executives
Operations Leads
Operations Leads
Delivery Leads
Delivery Leads
Finance Analysts
Finance Analysts
📈
Sales Directors
You're tracking pipeline revenue in CompanyHub but your project team only sees updates when someone manually sends a report, so your delivery forecasts are always a few days behind — with this integration, every new deal creates a project instantly and your teams stay aligned.
⏱️
Project Managers
You need to assign tasks the moment a deal closes, but you find out about new client wins too late because reps forget to notify you — automating both apps means every closed deal instantly sets up your project deliverables so your team can start immediately.
🤝
Account Executives
You answer to clients who want to see live progress, but pulling data from CompanyHub into Zoho Projects takes hours every week — this integration means every deal transition automatically provisions your project workspace without manual copy-pasting.
📊
Operations Leads
The volume of incoming client orders is too high for anyone to keep up by hand, leading to missed tasks and delayed kickoffs — with this integration, every CompanyHub order and deal flows straight into Zoho Projects without manual intervention.
👥
Delivery Leads
You own the execution phase and depend on sales reps to hand over client details, but key notes get lost between CompanyHub and Zoho Projects — connecting these apps means every deal handoff transfers all context directly into your project tasks.
📁
Finance Analysts
You need a reliable audit history of every client project and deal, but keep finding gaps between your CRM records and project logs — automating both apps means every system record matches perfectly across CompanyHub and Zoho Projects.
Our team

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Why choose Integrately to automate Zoho Projects + CompanyHub

Build and manage your Zoho Projects + CompanyHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Projects + CompanyHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CompanyHub to Zoho Projects?
Frequently Asked Questions
You can connect CompanyHub to Zoho Projects instantly using ready-made workflows or Integrately AI. With 1-click setup, you can easily integrate Gmail, Slack, and other popular apps into your pipeline without writing any code.
Can I automatically create a Zoho Projects task when a CompanyHub deal is won?
Frequently Asked Questions
Can I connect CompanyHub, Zoho Projects, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and Zoho Projects?
Frequently Asked Questions
How do CompanyHub contacts sync with Zoho Projects tasks?
Frequently Asked Questions
Can I update Zoho Projects projects when CompanyHub deals change stages?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and Zoho Projects?
Frequently Asked Questions
Is the CompanyHub and Zoho Projects integration free?
Frequently Asked Questions
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You Can Also Connect CompanyHub or Zoho Projects With 1500+ Other Apps

CompanyHub
Popular CompanyHub Integrations
Connect CompanyHub to CRMs, email tools, and marketing platforms to manage and follow up on your leads.
Zoho Projects
Popular Zoho Projects Integrations
Sync Zoho Projects with time tracking, document management, and reporting tools to keep project data working across your stack.