Integrate Teamwork CRM with Robly
Send information between Teamwork CRM and Robly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Robly each time a new contact is created in Teamwork CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Robly whenever 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 adds a new contact in Robly.
Generate a new contact in Robly each time a new contact is created in Teamwork CRM
Teamwork CRM + Robly
Build your own integrations between Teamwork CRM and Robly
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Supported triggers and actions
Integrate Teamwork CRM and Robly 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
Triggers when a new contact is added
Contact unsubscribed
Triggers when a contact has unsubscribed
List created
Triggers when a new list 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 contact
Adds a new contact
Create list
Creates a new list
Update full contact details
Updates the details of a contact including sub lists.
Add contact to sub list
Adds a new or existing contact to a sub list
Find contact
Searches for a contact by email address
Unsubscribe contact
Unsubscribes a contact
Remove contact from list
Removes a contact from the selected list
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 Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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Logic
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Custom functions
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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