Connect and Integrate
Zoho CRM with Rocketlane

Connect Zoho CRM to Rocketlane and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Zoho CRM and Rocketlane

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Select a trigger in Zoho CRM

Choose an event in Zoho CRM like “New event in Zoho CRM,” to set off your automation.

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Automate an Action in Rocketlane

Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.

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Customize the Workflow

Build your Zoho CRM - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Here's Some Easy Zoho CRM Automations
and Rocketlane Automations to Try!

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Create Wufoo entries from new Zoho CRM leads

Zoho CRM and Wufoo—because your workflow deserves an upgrade.

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Send SMS notifications in Twilio for new leads in Zoho CRM

Take your work to the next level. Zoho CRM and Twilio make it happen!

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Make calls in Twilio for updated Zoho CRM module entries

Ready to boost productivity? Let Zoho CRM + Twilio take over.

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Make calls in Twilio for new Zoho CRM module entries

Why struggle? Zoho CRM + Twilio make every task easier to manage.

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Add new Twilio recordings to Zoho CRM as module entries

Let Zoho CRM and Twilio handle the details—you focus on the big picture!

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Make phone call in Twilio for updated Zoho CRM contacts

Make life easier! Zoho CRM + Twilio smooth out your workflows.

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Convert Freshsales deals to Rocketlane projects

Double the efficiency—Rocketlane + Freshsales team up for your success.

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About Zoho CRM

Zoho CRM is a cloud-based platform that streamlines sales, marketing, and customer support processes. It offers customizable tools like lead management, sales automation, and AI-powered insights. Ideal for businesses of all sizes, Zoho CRM helps enhance productivity, improve customer engagement, and drive informed decisions while integrating seamlessly with other apps.
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About Rocketlane

Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
Learn more