Integrate OnePageCRM with TeamWave
Send information between OnePageCRM and TeamWave automatically, without writing any code, using Zoho Flow.
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Create a new project in TeamWave for every deal won in your OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in TeamWave for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in TeamWave.
Create a new project in TeamWave for every deal won in your OnePageCRM
OnePageCRM + TeamWave
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Supported triggers and actions
Integrate OnePageCRM and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create milestone
Creates a new milestone
Create activity
Creates a new activity
Create project
Creates a new project
Create deal
Creates a new deal
Create task
Creates a new task
Create organization
Creates a new organization
Create event
Creates a new event
Create person
Creates a new person
Create task list
Creates a new task list
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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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
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
