Integrate Teamwork CRM with Insightful
Send information between Teamwork CRM and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightful for every deal won in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Insightful 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 Insightful.
Create a new project in Insightful for every deal won in Teamwork CRM
Teamwork CRM + Insightful
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Supported triggers and actions
Integrate Teamwork CRM and Insightful 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
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team 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 team
Creates a new team
Create employee
Creates a new employee
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
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 Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
Similar apps
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.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
