All of these tasks, plans, issues, milestones, expenses, status, and activities are reflected in Zoho CRM itself.

• CRM helps you manage your customers, nurture your prospects, and finalize deals. Zoho Project helps you manage, supervise, and plan projects. CRM stores sales- and business-related data, whereas Zoho Projects stores product-related data. Integrating them gives you access to all of this data in one place, which means dealing with clients is easier since you have both the infrastructure as well as production under control. This improves your productivity, and therefore your overall revenue and trust with clients.

• Since you can keep track of all business and project data in one place within Zoho CRM, you can track the status of ongoing project associated with your CRM account. This means you can track the overall sales data for each client, the number of associated projects, revenue generated, the type of relationship you have with each account, and various reports.

• You can manage tasks more efficiently and make better business decisions thanks to this integration. For example, because Zoho CRM stores all the data related to each client, including how much revenue each account generates for your business, your sales team is better-equipped to devise effective business strategies while dealing with clients or closing deals. Additionally, being able to check the real time status of ongoing projects enables you to monitor and supervise those accounts in a strategic manner. Keep all internal users and customers in sync in one place and assign tasks according to user availability.

• You can simply add multiple clients to a single project or associate a single client company with multiple projects. For example, if your sales reps have won a new deal, they can easily create and manage the people who will be working on the deal, the tasks delegated to them, and the milestones for the deal. They can also see the number of projects associated with each customer and gain insights that will enable them to make better deals in the future.

1. Select a record in the Accounts, Contacts, or Deals modules.
2. In the module's Record Details page, click Associate Project.
   You will be alerted if you don't have the permissions to associate the project.
3. In the Associate Project section, do the following:

• Select the required project from the Project Name dropdown.

• Only projects for which the user has edit/associate permissions will be listed here.
• Projects that are already associated with the record will not be listed. (The description and the project users for the selected project will be automatically added.)

• If you wish to edit project details, click on Edit Project Details at the top-right corner.
  
• In the Edit Project Details section, assign a project owner and project group from the drop-down list.
  

  

  
  

• Click the Add User(s) link and select the checkboxes to add users.

• Only Zoho CRM users will be listed with their corresponding role and Profile in projects.
• You can select a Role and Profile from the drop-down list, if required.

4. In the Client Details section, select Client Users.
5. The selected user will have access to the project.

• For contacts: The contact under which you add the project will be the client user. You can add multiple contacts as client users, but one contact can't be added under two clients.
• For accounts and deals: All Zoho CRM contacts associated with an account or deal will be available to be added as client users.
  
  
• Click Save.
  

Note: 

1. Recurring tasks will not be pushed to Zoho CRM.
   

• If you comment from Zoho Projects on a task created originally in Zoho CRM, this comment will be added as a note to the associated contact/account/potential in Zoho CRM.
  

• Projects under the Accounts and Contacts modules will no longer be available in your CRM.
• Projects created within CRM will still be available in Zoho Projects, and the users associated with the projects will continue to have access to them.
• Synced tasks will be disassociated and will not be synced automatically if the same portal is configured again.

1. Go to the Projects tab in CRM.
2. Click Projects on the left panel and then click New Project
3. In the Group Name field, click the Add (+) icon.
4. Enter the name of the new Project group.
5. Click Add Group.

Note: If you don't see the Save and Add to Zoho Projects button, it means there is no project listed for the selected record.

13. How do accounts and contacts in CRM get synced with Zoho Projects?

Accounts are synced as client companies and contacts are synced as client users in the associated project.

14. Can you automate the process of creating a project from CRM?

Yes, using the functions available in the Zoho CRM Gallery, you can create a project automatically whenever a deal is won in the CRM.

Note: You have to make sure to pass the project template ID and other related fields that need to be mapped.

• Go to Client/Portal users.
• Click the more (...) icon, and then click Import from CRM.

We hope that this list of frequently asked questions about Zoho Projects integration in Zoho CRM is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below!