Integrate Teamwork CRM with Office 365

Send information between Teamwork CRM and Office 365 automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email using Office 365 when a new company is created in Teamwork CRM

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Office 365 for newly created companies in Teamwork CRM.

How it works
  1. The flow triggers when a new company is created in Teamwork CRM.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Send a welcome email using Office 365 when a new company is created in Teamwork CRM

Teamwork CRM + Office 365

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Add a new contact in Office 365 whenever a new contact is added in Teamwork CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Office 365 whenever 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 Office 365.
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Add a new contact in Office 365 whenever a new contact is added in Teamwork CRM

Teamwork CRM + Office 365

Build your own integrations between Teamwork CRM and Office 365

Connect Teamwork CRM and Office 365 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 Office 365 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

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

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

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create event

Creates a new event in the selected calendar

Update event

Updates the details of an existing event by ID

Update user

Updates the details of a user by ID

Update contact

Updates the details of an existing contact by ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of a user by display name

Invite user

Invites the specified user to your group

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

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 Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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