Integrate Formstack with Teamwork CRM
Send information between Formstack and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a contact in Teamwork CRM each time a form is filled out on Formstack
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Teamwork CRM the form responses received in Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a contact in Teamwork CRM each time a form is filled out on Formstack
Formstack + Teamwork CRM
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Supported triggers and actions
Integrate Formstack and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
New Form
Triggers when a new form is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
What is Formstack?
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What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
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