When Task is completed in project in Zoho Projects > Check any condition > Create contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
Freshworks CRM (Freshsales Suite) + Zoho Projects Integration
Integrate Freshworks CRM (Freshsales Suite) to Zoho Projects in one click, or tell Integrately AI how you want each deal handled. Sync deal data, create tasks, update milestones, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
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.
- Search contact in Freshworks CRM (Freshsales Suite)
- Create product in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- 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 Freshworks CRM (Freshsales Suite) + Zoho Projects Integration
Create tasks, update project milestones, track deliverables, alert your team, and manage workflows, all in just one click.
Most popular automations
When Task is completed in project in Zoho Projects > Check any condition > Update contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
When Task is completed in project in Zoho Projects > Check any condition > Delete contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
When Task status is changed to closed in Zoho Projects > Check any condition > Create contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
When Task status is changed to closed in Zoho Projects > Check any condition > Update contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
When Task status is changed to closed in Zoho Projects > Check any condition > Delete contact in Freshworks CRM (Freshsales Suite)
Zoho Projects + Freshworks CRM (Freshsales Suite) Integration
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Mailchimp (8)
Mailchimp (8) F
Z
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Create a Zoho Projects project when a deal is created in Freshworks CRM (Freshsales Suite), and notify your team on Slack.
New Freshworks CRM (Freshsales Suite) deals instantly generate a Zoho Projects workspace while alerting your team in Slack, eliminating manual handoffs.
Z
F
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When a Zoho Projects task is created, create a task for contact in Freshworks CRM (Freshsales Suite) and alert your project channel in Slack.
Zoho Projects task creation automatically logs a task in Freshworks CRM (Freshsales Suite) and notifies your channel in Slack, keeping client records synchronized.
Z
F
S
When a Zoho Projects project is updated, update the deal in Freshworks CRM (Freshsales Suite) and post the status in Slack.
Project updates in Zoho Projects automatically refresh your Freshworks CRM (Freshsales Suite) deal and notify your team in Slack.
Z
F
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Create a task for deal in Freshworks CRM (Freshsales Suite) whenever a Zoho Projects task is created, and confirm it in Slack.
New tasks in Zoho Projects trigger a corresponding task for deal in Freshworks CRM (Freshsales Suite) with instant confirmation sent to Slack.
F
Z
S
If a Freshworks CRM (Freshsales Suite) contact is created, create a project in Zoho Projects and alert the team on Slack.
New Freshworks CRM (Freshsales Suite) contacts automatically spin up a Zoho Projects workspace with immediate team notification in Slack.
Z
F
S
When a Zoho Projects task is completed, update the deal in Freshworks CRM (Freshsales Suite) and announce it in Slack.
Completed project tasks in Zoho Projects update your Freshworks CRM (Freshsales Suite) deal stage and announce the milestone in Slack.
F
C
Z
S
Use Claude to summarise every new Freshworks CRM (Freshsales Suite) contact, create a project in Zoho Projects, and post the brief in Slack.
Claude generates a concise brief from new Freshworks CRM (Freshsales Suite) contacts, creates a Zoho Projects workspace, and posts the summary in Slack.
F
Z
H
S
Turn every new Freshworks CRM (Freshsales Suite) deal into a Zoho Projects project, create a HubSpot task, and notify your team in Slack.
New Freshworks CRM (Freshsales Suite) deals trigger a Zoho Projects workspace, generate a HubSpot task, and notify your team in Slack.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Zoho Projects
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → 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 Freshworks CRM (Freshsales Suite) + Zoho Projects?
Eliminate manual data silos by connecting your customer relationship management platform directly to your project execution workspace.
🔄
Sync deals to project workspaces instantly
Turn every new Freshworks CRM (Freshsales Suite) deal into an active Zoho Projects workspace the moment it closes. Keep your sales and delivery teams aligned without manual handoffs.
📋
Capture every submitted contact detail
Map all available contact fields from Freshworks CRM (Freshsales Suite) directly into Zoho Projects tasks and notes. Ensure your project managers have complete context from day one.
🔔
Alert your team as soon as tasks update
Trigger instant notifications in Slack or email whenever a Zoho Projects milestone is completed or a Freshworks CRM (Freshsales Suite) deal stage changes.
🔀
Route records based on submitted criteria
Execute different project creation workflows in Zoho Projects depending on the deal value or product category selected in Freshworks CRM (Freshsales Suite).
📝
Keep project records continuously updated
Automatically update Freshworks CRM (Freshsales Suite) deals and contacts whenever task statuses or project timelines shift in Zoho Projects.
🔍
Prevent duplicate records automatically
Search existing contacts and accounts before creating new records in Freshworks CRM (Freshsales Suite) or Zoho Projects, keeping your database clean.
⏱️
Handle status changes and time logs
Log billable hours and track task completions seamlessly between Freshworks CRM (Freshsales Suite) tasks and Zoho Projects time logs.
🔌
Extend your workflow to Slack and HubSpot
Connect Freshworks CRM (Freshsales Suite) and Zoho Projects with supporting apps like Slack, HubSpot, or Google Drive to build comprehensive cross-app pipelines.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Zoho Projects integration for?
Connect sales pipelines to project execution to eliminate manual data entry, streamline handoffs, and keep stakeholders informed across your entire organization.
Revenue operations managers
Sales team leads
Client account managers
Support team supervisors
Project coordinators
Operations directors
📈
Revenue operations managers
You're tracking sales metrics in Freshworks CRM (Freshsales Suite) while project delivery data lives in Zoho Projects, so your pipeline reports are always missing completion timestamps — with this integration, every project update syncs instantly and your analytics stay accurate.
⚡
Sales team leads
You close deals in Freshworks CRM (Freshsales Suite) but find out about project delays too late to manage client expectations — with this integration, every project status change updates your deal records automatically so your sales reps stay fully informed.
🤝
Client account managers
You answer to clients who want immediate visibility into task progress while your team works inside Zoho Projects and Freshworks CRM (Freshsales Suite) separately — with this integration, client milestones flow smoothly between platforms and reporting is effortless.
⚡
Support team supervisors
The volume of new customer onboarding tasks is too high for anyone to keep up by hand between Freshworks CRM (Freshsales Suite) and Zoho Projects — with this integration, every task and contact syncs automatically without manual copy-pasting.
📋
Project coordinators
You own the delivery phase and depend on sales reps to hand over deal details from Freshworks CRM (Freshsales Suite) into Zoho Projects manually — with this integration, every new deal automatically provisions a project workspace the moment it closes.
🗂️
Operations directors
You need a reliable audit history of customer engagements but keep finding gaps between your CRM records and project logs — with this integration, every contact and task creates a permanent, synchronized history across both apps.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Zoho Projects
Build and manage your Freshworks CRM (Freshsales Suite) + Zoho Projects automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Connect Freshworks CRM (Freshsales Suite) + Zoho Projects with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Zoho Projects?
You can connect Freshworks CRM (Freshsales Suite) to Zoho Projects in 1 click using ready automation templates or build customized flows with Integrately AI, while connecting tools like Slack or HubSpot.
Can I automatically create a Zoho Projects project when a deal is won in Freshworks CRM (Freshsales Suite)?
Can I connect Freshworks CRM (Freshsales Suite), Zoho Projects, and Slack?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Zoho Projects?
How do contact updates in Freshworks CRM (Freshsales Suite) sync with Zoho Projects?
Can task completions in Zoho Projects update Freshworks CRM (Freshsales Suite) deals?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Zoho Projects?
Is the Freshworks CRM (Freshsales Suite) and Zoho Projects integration free?
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