Overview

Overview


Deal Sync to Zoho Projects is an extension developed by SaasPlugin which reduces your manual labor and quickly creates projects from your Deals (in Zoho CRM's Deals module). It allows the user to customize how they want the project to be set up for different types of Deals. This extension saves you time and effort by converting large volumes of Deals to projects, helping you focus more on your business.


​Key Features:​
  1. Transfers Zoho CRM Deals to Zoho Projects, both manually and automatically
  2. The option to create a template with Milestone, Task List, Task Prefix, and Task Suffix
  3. The option to select the Project Name from the CRM Deal's field
  4. The option to create a Project Trigger List with multiple Condition Strings