Integrate Teamwork CRM with Zoho Mail

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

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Trigger a welcome email through Zoho Mail when a new company is added in Teamwork CRM

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Zoho Mail for every new company created within Teamwork CRM.

How it works
  1. The flow triggers when a new company is created in Teamwork CRM.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Trigger a welcome email through Zoho Mail when a new company is added in Teamwork CRM

Teamwork CRM + Zoho Mail

Build your own integrations between Teamwork CRM and Zoho Mail

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Supported triggers and actions

Integrate Teamwork CRM and Zoho Mail 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

Email tagged

Triggers when an email is tagged.

Email received from particular sender

Triggers when a new email is received from the specified email address

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

Email received

Triggers when a new email is received

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

Send email

Creates and sends a new email

Create draft

Creates a new email and stores it in the draft folder

Create permalink

Creates a permalink for a specific message by ID

Create task

Creates a new task

Create folder

Creates a new folder

Create note

Creates a new personal note or a group note

Add user to organization

Adds a new user to an existing organization

Add member to group

Adds a new member to an existing organization

Move email to folder

Moves an email to the selected folder

Apply tag on email

Applies a tag on the selected email by message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message 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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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