Automation: Create a project in Zoho Projects for each Client in Zoho CRM
Hi,
for a third party integration we need an associated Zoho Project to each of our CRM Contacts.
I see that I can click on each Client and add an associated Project from there. But I am looking for an easy way to create a project for each of the already existing clients and additionally I would like to have an workflow that automatically creates a project every time I add a new client.
Is this possible?