Integrate Lime Go with Teambook

Send information between Lime Go and Teambook automatically, without writing any code, using Zoho Flow.

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Create a new project in Teambook for every deal won in Lime Go

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Teambook for every deal successfully closed in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Teambook.
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Create a new project in Teambook for every deal won in Lime Go

Lime Go + Teambook

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Supported triggers and actions

Integrate Lime Go and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Deal won

Triggers when the status of a deal is updated to 'won'

Positive call registered

Triggers when a positive call is registered in a calling list

Negative call registered

Triggers when a negative call is registered in a calling list

Deal status updated

Triggers when the status of a deal is updated

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create booking

Creates a new booking

Create user

Creates a new user

Create client

Creates a new client

Create project

Creates a new project

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.

CRM

What is Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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