Overview

Overview


Deal Sync to Zoho Projects is an extension developed by Oscillosoft 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

    • Zoho CRM 2 Burst SMS Overview

      Overview Zoho CRM 2 Burst SMS is an extension developed by Oscillosoft allowing users to send SMS from Zoho CRM Leads, Contacts, and Potentials Modules. You can even setup SMS for Event reminders! Users can send custom SMS to individual customers or ...

    • Overview

      Overview The Burst SMS extension for Zoho Desk allows your business to send SMS messages from your Zoho Desk ticket directly to a client's mobile number, driving customer acquisition and retention with a new communication channel. The extension ...

    • Zoho CRM 2 Direct SMS

      Overview Zoho CRM 2 Direct SMS is an extension developed by Oscillosoft that allows users to send SMS from Zoho CRM Leads, Contacts, and Potentials Modules.  Users can send custom SMS to individual customers or can send bulk SMS to up to 100 ...

    • Lead2Vendor (Advanced) Overview

      Overview   Lead to Vendor (Advanced) is an extension developed by Oscillosoft that allows Zoho CRM user to create a vendor & contact for a lead by a single click from a particular lead details page. Key Features: ●     Converts a single lead into its ...

    • Overview

      SHORT DESCRIPTION Google Drive Extension is developed by the team of Oscillosoft which gives the flexibility to the end-user to choose the desired location of the Leads and Deals folder which will accommodate the necessary documents, files, and ...