Integrate Teamwork CRM with Myphoner
Send information between Teamwork CRM and Myphoner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Myphoner when a new contact is created in Teamwork CRM
Keep your cold call tracking software's contact information updated for smooth and efficient customer interactions. This flow will create a contact in Myphoner every time a 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 lead in Myphoner.
Create a new contact in Myphoner when a new contact is created in Teamwork CRM
Teamwork CRM + Myphoner
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Supported triggers and actions
Integrate Teamwork CRM and Myphoner 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
Lead lost
Triggers when a lead is marked as loser
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Archived lead
Triggers when a lead is archived
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
Create lead
Creates a new lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as winner
Marks the specified lead as winner
Mark lead as loser
Marks the specified lead as loser
Update lead
Updates the details of an existing lead
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
