Integrate Teamwork CRM with Breeze
Send information between Teamwork CRM and Breeze automatically, without writing any code, using Zoho Flow.
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Create a project within Breeze for every accomplished deal in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Breeze for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Breeze.
Create a project within Breeze for every accomplished deal in Teamwork CRM
Teamwork CRM + Breeze
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Supported triggers and actions
Integrate Teamwork CRM and Breeze 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
Task updated
Triggers when a task is updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
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 to-do list
Creates a new to-do list for a task
Create task
Creates a new task
Create project
Creates a new project
Create to-do
Creates a new to-do in to-do list
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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