Integrate Formsite with Teamwork CRM
Send information between Formsite and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Teamwork CRM for each form entry generated by Formsite
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Teamwork CRM using the form responses obtained from Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a new contact in Teamwork CRM for each form entry generated by Formsite
Formsite + Teamwork CRM
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Supported triggers and actions
Integrate Formsite and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
What is Formsite?
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Custom functions
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Learn more >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
Louis Castellano
CEO, Lakeside CNC Group
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.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
