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Integrate Teamwork CRM with Insightful
Send information between Teamwork CRM and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Insightful for every deal won in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Insightful 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 Insightful.
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Create a new project in Insightful for every deal won in Teamwork CRM
Teamwork CRM + Insightful
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Build your own integrations between Teamwork CRM and Insightful
Connect Teamwork CRM and Insightful with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Project created
Triggers when a new project is created
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Employee created
Triggers when a new employee is created
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Task created
Triggers when a new task is created
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Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create deal
Creates a new deal
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Create company
Creates a new company
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Fetch company
Fetches the details of an existing company
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Fetch product
Fetches the details of an existing product
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Fetch contact
Fetches the details of an existing contact
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Fetch deal
Fetches the details of an existing deal
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Create task
Creates a new task
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Create project
Creates a new project
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Create team
Creates a new team
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Create employee
Creates a new employee
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Update task
Updates the details of an existing task
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Update project
Updates the details of an existing project
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Update team
Updates the details of an existing team
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Deactivate employee
Deactivates an existing employee
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Update employee
Updates the details of an existing employee
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Fetch project
Fetches the details of an existing project using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch employee
Fetches the details of an existing employee using ID
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Fetch team
Fetches the details of an existing team using ID
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
Build comprehensive workflows using
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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