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Integrate Rocketlane with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Rocketlane with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Rocketlane

A trigger is an event that starts your Zap and runs the workflow. For example, with Rocketlane, a trigger could be "Account Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Rocketlane to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Rocketlane to Zoho CRM with a Zapier template.

Our most popular template

Create new Rocketlane projects from new module entries in Zoho CRM
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Zoho CRM + Rocketlane

Create new Rocketlane projects from new module entries in Zoho CRM

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Zoho CRM + Rocketlane

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Connect Rocketlane and Zoho CRM to integrate crucial parts of your business

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Connect Rocketlane and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
- Changed Account Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It

- Project
Action
Write
- Account Name
- Project Template
- Team Members
- Auto Allocation
Action
Write

- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
- Templates
  Required
Action
Write
- Project
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Changed Account Field
Trigger
Instant
Try It
- Form Template
  Required
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It
- Changed Account Field
Trigger
Instant
Try It
- Account Name
Action
Write
- Project
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Automate Zoho CRM: get inspired on the Zapier blog

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

Related categories

Project Management

About Zoho CRM

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

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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