Integrate Teamwork CRM with Easy Projects

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

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Generate a new project in Easy Projects for every deal successfully closed in Teamwork CRM

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Easy Projects for every deal won in your Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Easy Projects.
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Generate a new project in Easy Projects for every deal successfully closed in Teamwork CRM

Teamwork CRM + Easy Projects

Build your own integrations between Teamwork CRM and Easy Projects

Connect Teamwork CRM and Easy Projects 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 Easy Projects 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 project

Triggers when a new project is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log is updated

New customer

Triggers when a new customer is created

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New project message

Triggers when a new message is posted in the selected project

New activity

Triggers when a new activity is created

Updated project

Triggers when an existing project is updated

Updated activity

Triggers when an existing activity is updated

New activity message

Triggers when a new message is posted in the selected activity

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 customer

Creates a new customer

Update user

Updates the details of an existing user

Post activity message

Posts a new message in an activity

Update customer

Updates the details of an existing customer

Post project message

Posts a new message in a project

Create time log

Creates a new time log

Create activity

Creates a new activity

Create project

Creates a new project

Create User

Creates a new user

Update activity

Updates an existing activity

Update time log

Updates an existing time log

Update project

Updates an existing project

Fetch time log

Fetches an existing time log by its unique ID

Fetch project

Fetches an existing project by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

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 Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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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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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

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