Zoho
Projects supports Zoho CRM integration which helps you manage the deals
you win and track them using projects from CRM with ease.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png)
Use case
Zylker is a product manufacturing company whose sales team uses Zoho CRM for its sales processes. They are working on selling routers to a multinational software company. When a sales deal is won, Alicia, the sales manager, wants to create a project for the same in Zoho Projects to continue with project management. Alicia also wants to make this process simple by creating a project directly from Zoho CRM, and she would like to automate parts of this process.
To achieve the requirement of our Zoho client, our Zoho Projects team worked on integration of Zoho CRM and Zoho Projects. When they are integrated, the sales team can directly create a project from the Potential or Deal record, and the same would be reflected in Zoho Projects where the project management team can start working on the project.
The screenshots below cover where a project can be created and what details need to be entered during project creation.
Benefits
- Keep all internal users and customers in sync
- Monitor all project activity related to your clients from a single place
- Measure project progress
- Automate client account mapping
CRM Task Integration
Bi-directional
sync (Two-way sync) is enabled for task updates and comments from Zoho
CRM to Zoho Projects and vice versa. i.e, When a task field is updated
or when a task comment is added in Zoho CRM, the change is synced with
the respective task in Zoho Projects and vice versa.
The sync is enabled for the following task fields:
- Task Title
- Task Description
- End Date
- Priority
- Closed / Reopen Status
- Task Owner
Add a Task in Zoho Projects and Save to Zoho CRM
- Navigate to the project where the client account is mapped to a CRM account.
- Click Add Task.
Enter the task details and then click Save and Add to Zoho CRM. This button is not shown if the project is not associated to a CRM account.
Select a CRM account or deal to associate the task.
- Click Save.
- Click
at the top right corner in task detail page and select Add to Zoho CRM to add the existing tasks to Zoho CRM.
After you add a task to Zoho CRM, the task is shown with a CRM icon
in the Zoho Projects tasks List view.
Known limitations
Use case 1: Updating the Due Date of a Strict Project Task in Zoho CRM
George
works for a Data Migration project that runs on a fixed schedule(i.e a
strict project). He is also a CRM user and he updates the due date of a
task in the Data Migration project from Zoho CRM. He notices that the
due date update didn't reflect.
What happens next and why?
- In
this case, George will receive a notification Email stating that his
recent due date update has failed because it falls beyond the associated
project's schedule. So, A
user cannot update the due date of a task in Zoho CRM when the new date
falls beyond the strict project's schedule in Zoho Projects.
Use case 2: Reopening a subtask in Zoho CRM
Linda
has a Projects account integrated with Zoho CRM. She reopens a
completed task that belongs to the associated Projects account in Zoho
CRM, but notices that the update didn't reflect.
What happens next and why?
- In
this case, Linda will receive a notification Email stating that her
latest task status update has failed because the task has a parent in
Zoho Projects that's closed. So, A user cannot reopen a subtask in Zoho CRM when its parent remains closed in Zoho Projects.
See Also