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Integrate Teamwork CRM with Roll
Send information between Teamwork CRM and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Roll for every deal won in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Roll for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Roll.
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Create a new project in Roll for every deal won in Teamwork CRM
Teamwork CRM + Roll
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Build your own integrations between Teamwork CRM and Roll
Connect Teamwork CRM and Roll with over 800+ 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 Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when a contact is updated
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Note created
Triggers when a new note is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Deal updated
Triggers when a deal is updated
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Company updated
Triggers when a company is updated
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Company created
Triggers when a new company is created
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Time record created
Triggers when a new time record is created
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Task created
Triggers when a new task is created
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create deal
Creates a new deal
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Create lost reason
Creates a new lost reason
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Create product
Creates a new product
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Create note
Creates a new note
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Create contact
Creates a new contact
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Fetch product
Fetches the details of an existing product
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Fetch company
Fetches the details of an existing company
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Fetch deal
Fetches the details of an existing deal
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Fetch contact
Fetches the details of an existing contact
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Create company
Creates a new company
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Create task
Creates a new task
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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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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