Integrate Zoho CRM with ProductPlan
Send information between Zoho CRM and ProductPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and ProductPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
External link created
Triggers when a new external link is created
Planned bar created
Triggers when a new planned bar is created
Roadmap created
Triggers when a new roadmap is created
Parked bar created
Triggers when a new parked bar is created
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create external link
Creates a new external link
Create comment
Creates a new comment
Create parked bar
Creates a new bar with a status of parked
Update external link
Updates the details of an existing external link
Update planned bar
Updates the details of an existing planned bar
Update parked bar
Updates the details of an existing parked bar
Fetch external link
Fetches the details of an existing external link using ID
Fetch planned bar
Fetches the details of an existing planned bar using ID
Fetch roadmap
Fetches the details of an existing roadmap using ID
Fetch parked bar
Fetches the details of an existing parked bar using ID
Fetch comment
Fetches the details of an existing comment using ID
Fetch roadmap by name
Fetches the details of an existing roadmap using roadmap name
Fetch parked bar by name
Fetches the details of an existing parked bar using parked bar name
Fetch planned bar by name
Fetches the details of an existing planned bar using planned bar name
Fetch external link by name
Fetches the details of an existing external link using external link name
What is Zoho CRM?
What is ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
