Close CRM and Zoho Projects integration
Automate Close CRM + Zoho Projects workflows
Sync Close CRM customer data with Zoho Projects to automate project creation, assign tasks from leads, and streamline team collaboration without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Close CRM and Zoho Projects — from both apps.
New Lead (Instant)
New Milestone
New Project
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Close CRM
Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.
Connect Zoho Projects
Add Zoho Projects credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Close CRM + Zoho Projects automation
Choose a trigger and an action to build your workflow.
When this happens in Close CRM...
...do this in Zoho Projects
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Close CRM and Zoho Projects. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Close CRM
Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.
Learn moreAbout Zoho Projects
Zoho Projects is a comprehensive project management tool designed to help teams plan, track, and collaborate effectively. With features like task management, Gantt charts, time tracking, and reporting, users can streamline their workflow and maintain visibility on project progress. Integrated communication tools facilitate seamless collaboration, while customizable templates and automation enhance productivity. Zoho Projects empowers teams to deliver projects on time and within budget, making it an essential solution for managing projects of any scale.
Learn moreStart automating Close CRM + Zoho Projects today
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