Integrate Teamwork CRM with Trigger
Send information between Teamwork CRM and Trigger automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Trigger for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Trigger for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Trigger.
Generate a new project in Trigger for every deal successfully closed in Teamwork CRM
Teamwork CRM + Trigger
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Supported triggers and actions
Integrate Teamwork CRM and Trigger 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 company
Triggers when a new company is created
New project
Triggers when a new project is created
New task
Triggers when a new task 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 project
Creates a new project
Create company
Creates a new company
Create task
Create a new task in the selected project
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 Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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