Integrate Teamwork CRM with CloudTalk

Send information between Teamwork CRM and CloudTalk automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email in CloudTalk when a new contact is created in Teamwork CRM

Send personalized welcome emails to every new contact in your sales CRM software. This flow will send a welcome email from CloudTalk each time a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk when a new contact is created in Teamwork CRM

Teamwork CRM + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in Teamwork CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in CloudTalk whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in Teamwork CRM

Teamwork CRM + CloudTalk

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Create a new contact is in CloudTalk each time a new contact is created in Teamwork CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in CloudTalk whenever a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Create a new contact is in CloudTalk each time a new contact is created in Teamwork CRM

Teamwork CRM + CloudTalk

Build your own integrations between Teamwork CRM and CloudTalk

Connect Teamwork CRM and CloudTalk with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamwork CRM and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact is created

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

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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