Integrate Teamwork CRM with Teambook
Send information between Teamwork CRM and Teambook automatically, without writing any code, using Zoho Flow.
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Create a project within Teambook for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Teambook for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Teambook.
Create a project within Teambook for every accomplished deal in Teamwork CRM
Teamwork CRM + Teambook
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Supported triggers and actions
Integrate Teamwork CRM and Teambook 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
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
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 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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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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Logic
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Custom functions
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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