Integrate Teamwork CRM with Autopilot

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

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Add a new contact in Autopilot whenever a new contact is added in Teamwork CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Autopilot each time a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Autopilot.
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Add a new contact in Autopilot whenever a new contact is added in Teamwork CRM

Teamwork CRM + Autopilot

Build your own integrations between Teamwork CRM and Autopilot

Connect Teamwork CRM and Autopilot with over 750+ 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 Autopilot 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

Contact added to list

Triggers when a contact is added to the selected list

Contact removed from list

Triggers when a contact is removed from the selected list

New contact

Triggers when a new contact is added

Contact unsubscribed

Triggers when a contact unsubscribes

All Actions - Actions are the automated tasks

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

Create contact

Creates a new contact

Add contact to list

Creates a new contact and adds it to the selected list

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

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 Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

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

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

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