Integrate Teamwork CRM with TeamGantt
Send information between Teamwork CRM and TeamGantt automatically, without writing any code, using Zoho Flow.
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Create a new project in TeamGantt for every deal won in your Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGantt for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates new project in TeamGantt.
Create a new project in TeamGantt for every deal won in your Teamwork CRM
Teamwork CRM + TeamGantt
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Supported triggers and actions
Integrate Teamwork CRM and TeamGantt 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
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 company label
Creates a new company label
Add checklist item
Creates a new checklist item in the specified task
Create task
Creates new task
Create project
Creates new project
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task name
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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What is TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
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Custom functions
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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
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