<![CDATA[The Edkins Group - Zoho Experts to Help Your Business Grow - Zoho Projects Videos]]>Tue, 09 Dec 2025 17:47:35 -0500Weebly<![CDATA[Create a New Zoho Project on Zoho CRM Closed Deal]]>Fri, 03 Jul 2020 17:37:07 GMThttps://www.edkinsgroup.com/zoho-projects-training/create-a-new-zoho-project-on-zoho-crm-closed-deal
mp = Map();
mp.put("name",ProjName);
datalist = List(); datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);

resp2 = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Deals/" + id + "/Zoho_Projects/" + response.getJSON("projects").getJSON("id")
type :POST
parameters:datamp.toString()
connection:"associateprojects"
];
info resp2;
There is a free function in the Zoho function Gallery that allows you to easily create a workflow that creates a new project based on a template in Zoho Projects when a deal / potential / opportunity is closed in Zoho CRM. In this video we show you how to set that up AND provide a bonus - what the free function doesn't do is associate the Zoho Project with the deal record in Zoho CRM. We include in this video the extra code (see below) to associate the two at the same time the project is being created.

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free...

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month.

Feel free to visit at: http://www.zocademy.com
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