Integrate TeamWave with SalesLoft
Send information between TeamWave and SalesLoft automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TeamWave and SalesLoft using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call activity added
Triggers when a new call activity is added
Note added
Triggers when a new note is added
Account added
Triggers when a new account is added
Email activity added
Triggers when a new email activity is added
Person added
Triggers when a new person is added
All Actions - Actions are the automated tasks
Create milestone
Creates a new milestone
Create person
Creates a new person
Create task list
Creates a new task list
Create organization
Creates a new organization
Create project
Creates a new project
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update event
Update the details of an existing event
Add person
Adds a new person
Add account
Adds a new account
Add note to person
Adds a note to the selected person
Add note to account
Adds a note to the selected account
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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What is SalesLoft?
SalesLoft is a sales engagement platform that lets you schedule calls, monitor email deliverability, and provide real time coaching from anywhere.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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