Integrate OnePageCRM with TeamWave
Send information between OnePageCRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in TeamWave for every deal won in your OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in TeamWave for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in TeamWave.
Create a new project in TeamWave for every deal won in your OnePageCRM
OnePageCRM + TeamWave
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Supported triggers and actions
Integrate OnePageCRM and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create deal
Creates a new deal
Create task
Creates a new task
Create organization
Creates a new organization
Create activity
Creates a new activity
Create event
Creates a new event
Create person
Creates a new person
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create project
Creates a new project
Update person
Updates the details of an existing person
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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