Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution.
We have used a lookup of sorts to create tasks in the past, so that fields are filled in and then read when a task is being created, controlled by Flow. However we're finding that to be quite restrictive and often buggy. It also requires a 1:1 map of field so we have now run out of custom fields in Projects.
Forms is much neater and friendlier to use, it's much more dynamic and ultimately has a better and easier integration into Projects.
Obviously the issue is I can't seem to have the best of both worlds, an integration between CRM and Projects using flow doesn't require duplication of information like Forms to Projects does; but it also doesn't enable attachments of documents into the task like Forms - Projects has.
Has anyone else encountered this issue? Found a way around it?
Contextually we are trying to manage requests coming from our sales team to our engineering team, keep them tracked in Projects, and move away from emails that get missed and lost
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