Integrate Tookan with Teamwork CRM
Send information between Tookan and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a new deal in Teamwork CRM for each new order placed in Tookan
Enable sales reps to view new orders through the creation of deals in your sales CRM software instantly. This integration will set up a new deal in Teamwork CRM for every new order placed through Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Teamwork CRM.
Create a new deal in Teamwork CRM for each new order placed in Tookan
Tookan + Teamwork CRM
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Supported triggers and actions
Integrate Tookan and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
Order created
Triggers when a new order is created
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
All Actions - Actions are the automated tasks
Create delivery task
Creates a new delivery task
Create merchant
Creates a new merchant
Create pickup and delivery task
Creates a new pickup and delivery task
Create appointment task
Creates a new appointment task
Create agent
Creates a new agent
Create customer
Creates a new customer
Create pickup task
Creates a new pickup task
Update job date
Updates the existing job date
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
What is Tookan?
Similar apps
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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