Integrate Teamwork CRM with Breeze
Send information between Teamwork CRM and Breeze automatically, without writing any code, using Zoho Flow.
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Create a project within Breeze for every accomplished deal in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Breeze for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Breeze.
Create a project within Breeze for every accomplished deal in Teamwork CRM
Teamwork CRM + Breeze
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Supported triggers and actions
Integrate Teamwork CRM and Breeze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task updated
Triggers when a task is updated
All Actions - Actions are the automated tasks
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
Create task
Creates a new task
Create to-do
Creates a new to-do in to-do list
Create to-do list
Creates a new to-do list for a task
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 Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Toto
Technical Engineer, Master Liveaboards
