Link project tasks to tasks in CRM and/or other modules.
Hello,
I have created and configured a project in Zoho Projects with a set of tasks.
I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics).
The aim is to link project tasks to our CRM space to automate the creation of meetings, reminders and tasks according to the project in question.
If I've explained myself correctly, could someone tell me if this is possible and how to go about it?
Thank you a lot !
Topic Participants
Maxime LEMAN
Sunderjan Siddharth
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Jenifer Chrisilda S K
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