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
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
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk when a new contact is created in Teamwork CRM
Teamwork CRM + CloudTalk
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
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in CloudTalk.
Set up a new contact in CloudTalk when a contact is created in Teamwork CRM
Teamwork CRM + CloudTalk
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
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in CloudTalk.
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.
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
