Integrate Teamwork CRM with Teamwork Projects

Send information between Teamwork CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.

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Create a new project in Teamwork Projects for every deal won in your Teamwork CRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Teamwork Projects for every deal successfully closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Teamwork Projects.
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Create a new project in Teamwork Projects for every deal won in your Teamwork CRM

Teamwork CRM + Teamwork Projects

Build your own integrations between Teamwork CRM and Teamwork Projects

Connect Teamwork CRM and Teamwork Projects 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 Teamwork Projects 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

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created in the selected project

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added 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

Create company

Creates a new company

Create task

Creates a new task in the selected task list

Create milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Fetch company

Fetches the details of an existing company

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of an existing task

Fetch person

Fetches the details of a person by person ID or email address

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

Build comprehensive workflows using

Webhook triggers

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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.

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