Process Plan + Zoho CRM + Google Sheets Integrations

How to connect Process Plan + Zoho CRM + Google Sheets

Zapier lets you send info between Process Plan and Zoho CRM and Google Sheets automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Process Plan + Zoho CRM + Google Sheets

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Process Plan, Zoho CRM, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Process TemplateRequired

    • When This Field Is UpdatedRequired

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Task Is Canceled (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Tasks Due Date Is Changed (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Task Is Assigned (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Task Is Completed (No Selection = Any Tasks)

    • When This Task Response Is Used (No Selection = Any Response)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)

    Trigger
    Instant
    Try It

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How Process Plan + Zoho CRM + Google Sheets Integrations Work

  1. Step 1: Authenticate Process Plan, Zoho CRM, and Google Sheets.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
processplan logo
processplan logo

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
Help

Related categories

  • Product Management

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

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  • CRM (Customer Relationship Management)
  • Zoho

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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