Rocketlane + Zoho CRM

Create new Rocketlane projects from new module entries in Zoho CRM

Streamline your project management process with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a corresponding project will be set up in Rocketlane. This connection eliminates the need for manual data transfer between the two platforms, making your operations more efficient and reducing the chances of errors. Experience seamless data transition and let this automation handle the tedious tasks for you.

Streamline your project management process with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a corresponding project will be set up in Rocketlane. This connection eliminates the need for manual data transfer between the two platforms, making your operations more efficient and reducing the chances of errors. Experience seamless data transition and let this automation handle the tedious tasks for you.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
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rocketlane logo

About Rocketlane

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

  • Project Management
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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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