Integrate Teamwork CRM with Timely
Send information between Teamwork CRM and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely for every deal won in your Teamwork CRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in Timely for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Timely.
Create a new project in Timely for every deal won in your Teamwork CRM
Teamwork CRM + Timely
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Supported triggers and actions
Integrate Teamwork CRM and Timely 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
Event created for user
Triggers when a new event is created for the selected user
Project created
Triggers when a new project is created
Event created
Triggers when a new event is created
Team created
Triggers when a new team is created
Client created
Triggers when a new client is created for the selected account
Event created in project
Triggers when a new event is created in the selected project
User added
Triggers when a new user is added
Account created
Triggers when a new account is created
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 event in project
Creates a new event in the selected project
Create event for user
Creates a new event for the selected user
Add user
Adds a new user
Create project
Creates a new project
Create client
Creates a new client
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
Similar apps
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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
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CEO, Lakeside CNC Group
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