Integrate Lime Go with TeamGrid

Send information between Lime Go and TeamGrid automatically, without writing any code, using Zoho Flow.

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Create a project within TeamGrid for every accomplished deal in Lime Go

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGrid for every deal won in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in TeamGrid.
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Create a project within TeamGrid for every accomplished deal in Lime Go

Lime Go + TeamGrid

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Supported triggers and actions

Integrate Lime Go and TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Deal status updated

Triggers when the status of a deal is updated

Negative call registered

Triggers when a negative call is registered in a calling list

Deal won

Triggers when the status of a deal is updated to 'won'

Positive call registered

Triggers when a positive call is registered in a calling list

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Project created

Triggers when a new project is created

Task completed

Triggers when task is completed

Project completed

Triggers when a project is completed

Contact created

Triggers when a new contact is created

Task created

Triggers when a task is created

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create project

Creates a new project

Create task

Creates a new task

Complete project

Completes an existing project

Complete task

Completes an existing task

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information such as documents, notes, probability, and history, about your deals.

CRM

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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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

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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