Integrate Lime Go with TeamGrid

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

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Create a project within TeamGrid for every accomplished deal in Lime Go

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGrid for every deal won 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 TeamGrid.
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Create a project within TeamGrid for every accomplished deal in Lime Go

Lime Go + TeamGrid

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Supported triggers and actions

Integrate Lime Go and TeamGrid 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'

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Project created

Triggers when a new project is created

Task created

Triggers when a task is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create project

Creates a new project

Complete project

Completes an existing project

Create task

Creates a new task

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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