Integrate Teamwork CRM with DoneDone
Send information between Teamwork CRM and DoneDone automatically, without writing any code, using Zoho Flow.
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Create a project within DoneDone for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within DoneDone for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in DoneDone.
Create a project within DoneDone for every accomplished deal in Teamwork CRM
Teamwork CRM + DoneDone
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Supported triggers and actions
Integrate Teamwork CRM and DoneDone 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
Task created
Triggers when a new task is created in the selected project
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 comment
Adds a comment to the specified task
Create task
Creates a task in the selected project
Create project
Creates a new project
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified task
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 DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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