Integrate OnePageCRM with Teambook
Send information between OnePageCRM and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Teambook for every accomplished deal in OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teambook for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Teambook.
Create a project within Teambook for every accomplished deal in OnePageCRM
OnePageCRM + Teambook
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Supported triggers and actions
Integrate OnePageCRM and Teambook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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CEO, OpIndia
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