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


    • Related Articles

    • Overview - Canvas LMS for Zoho CRM

      There are plenty of users of Zoho CRM. And the number of users is growing every day. Zoho CRM provides tons of features to its users. To some extent, the features may not seem enough. For instance, it would be great if Zoho CRM could connect a ...

    • Overview - Blackboard LMS for Zoho CRM

      Zoho CRM has a large user base. Additionally, more people are using it every day. Many functionalities are available to Zoho CRM users. However, all the features might not appear enough in some cases. For instance, a popular Learning Management ...

    • Overview - Address Checker for Zoho CRM using Google Maps

      Nowadays, it becomes authentic when something is integrated with Google. Especially, information such as addresses, maps, locations, etc can be easily accessible with Google. It can help users to find an address easily. Then again, a lot of people ...

    • Setup Overview

      Overview Now that you have installed Oscillosoft's Zoho CRM 2 Xero extension you must be wondering how to actually sync your records between the two applications. We're happy to tell you that with our custom made portal, syncing is extremely easy to ...

    • Overview and Demo

      This article will show you an overview of the whole plugin features, facilities, and benefits - You have Zoho CRM for your sales and marketing, and you use Xero for your accounting. So how do you keep both applications synced without doing it ...