Microsoft Dynamics 365 CRM + Zoho Projects

Create Zoho Projects for new Microsoft Dynamics 365 CRM contacts

Easily streamline your project management process with this automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create a project in Zoho Projects, saving you time and effort. Stay organized and ensure that your team has access to all the essential information for each client.

Easily streamline your project management process with this automation. When you add a new contact in Microsoft Dynamics 365 CRM, this workflow will create a project in Zoho Projects, saving you time and effort. Stay organized and ensure that your team has access to all the essential information for each client.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Zoho ProjectsZoho Projects
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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zoho-projects logo
zoho-projects logo

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
Learn more

Related categories

  • Project Management
  • Zoho

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