Integrate Teamwork CRM with Breeze
Send information between Teamwork CRM and Breeze automatically, without writing any code, using Zoho Flow.
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Create a project within Breeze for every accomplished deal in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Breeze 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 Breeze.
Create a project within Breeze for every accomplished deal in Teamwork CRM
Teamwork CRM + Breeze
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Supported triggers and actions
Integrate Teamwork CRM and Breeze 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
Project created
Triggers when a new project is created
Task updated
Triggers when a task is updated
Task created
Triggers when a new task is created
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 task
Creates a new task
Create to-do list
Creates a new to-do list for a task
Create to-do
Creates a new to-do in to-do list
Create project
Creates a new 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 Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
Similar apps
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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Toto
Technical Engineer, Master Liveaboards
