Integrate ExpoFP with Teamwork CRM
Send information between ExpoFP and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Add a new company in Teamwork CRM for new exhibitors profile created in ExpoFP
Minimize the risk of omissions and typos when duplicating company profiles. This flow will set up a new company in Teamwork CRM following the addition of an exhibitor to ExpoFP.
How it works
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a new company in Teamwork CRM.
Add a new company in Teamwork CRM for new exhibitors profile created in ExpoFP
ExpoFP + Teamwork CRM
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Supported triggers and actions
Integrate ExpoFP and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booth added in an exhibitor
Triggers when a booth is added in an exhibitor
Exhibitor created or updated
Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated
Booth removed from an exhibitor
Triggers when a booth is removed from an exhibitor
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
Add exhibitor
Adds a new exhibitor
Add exhibitor booth
Adds a specified booth in the selected exhibitor
Update exhibitor
Updates the details of an existing exhibitor
Remove exhibitor booth
Removes the specified booth in the selected exhibitor
Fetch exhibitor
Fetches the details of an existing exhibitor using exhibitor ID
Fetch booth
Fetches the details of an existing booth using name
Fetch exhibitor ID
Fetches the ID of the exhibitor using external ID
Create company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
Create contact
Creates a new contact
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
What is ExpoFP?
ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.
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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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