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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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.

Connect Zoho CRM and Rocketlane
to Automate these Workflows

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Create Xero bills from updated Zoho CRM entries

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Create and email sales invoices in Xero from Zoho CRM entries

Unlock a new level of ease. Zoho CRM + Xero get it done for you.

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Update Xero contacts for new Zoho CRM contacts

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

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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.
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