How can I sync tasks and project updates between Zoho CRM and Zoho Projects?
You can connect Zoho CRM with Zoho Projects for seamless sales-to-service handoffs. Here’s how:
Enable the Zoho Projects Integration in CRM:
In CRM, go to Setup → Marketplace → Zoho → Zoho Projects and connect.Project Creation from Deals:
Automatically create a project in Zoho Projects when a deal reaches a specific stage (e.g., “Closed Won”).Task Assignment from CRM:
Sales reps can create tasks within CRM that sync directly with Zoho Projects, ensuring proper transition and delivery.Use Zoho Flow for Deeper Syncing:
Automatically update a CRM deal's status when a milestone in the project is completed, using Zoho Flow.Shared Timeline View:
Both teams can see updates, notes, and tasks without leaving their native interface.
Use Case Example: When a deal is won, a predefined project template launches, assigns a team, and sales can monitor delivery progress right from the CRM.
This closes the gap between sales and execution teams.
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