Integrate Teamwork CRM with Simplicate
Send information between Teamwork CRM and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Simplicate for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Simplicate for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Simplicate.
Create a project within Simplicate for every accomplished deal in Teamwork CRM
Teamwork CRM + Simplicate
Build your own integrations between Teamwork CRM and Simplicate
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Supported triggers and actions
Integrate Teamwork CRM and Simplicate 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
Invoice created
Triggers when a new invoice is created
Person added
Trigger when a new person is added
Organization created
Trigger when a new organization is created
Contact person added
Triggers when a new contact person is added
Project created
Triggers when a new project is created
Sale recorded
Triggers when a new sale is recorded
Employee added
Triggers when a new employee is added
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 invoice
Creates a new invoice
Create project
Creates a new project
Record sale
Records a new sale
Add person
Adds a new person
Add leave
Adds a new leave for an employee
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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 >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
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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
