Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Zoho CRM with OpenAsset in countless different ways!
For example, you can:
Create a new project in OpenAsset when a new deal is created.
Update project fields in OpenAsset with key data from deals.
It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.
Create a Zapier account. You can create an account for free!
Create an integration. Below is a sample integration you could try out.
Create a project in OpenAsset for a new deal in Zoho CRM
This Zapier integration will create a new project in OpenAsset when a new Zoho CRM deal is created.
It will have a single trigger and action.
You could set the project code in OpenAsset using the deal ID in Zoho CRM, and the project name using the deal name. Use the field picker on the right hand side of the text box to map the data from a sample deal.
Remember to make sure it is turned on.