Integrate Teamwork CRM with Autopilot
Send information between Teamwork CRM and Autopilot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Autopilot whenever a new contact is added in Teamwork CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Autopilot each time a new contact is created in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in Autopilot.
Add a new contact in Autopilot whenever a new contact is added in Teamwork CRM
Teamwork CRM + Autopilot
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Supported triggers and actions
Integrate Teamwork CRM and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create company
Creates a new company
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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