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Integrate Teamwork CRM with Forecast
Send information between Teamwork CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Forecast for every deal won in your Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Forecast 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 Forecast.
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Create a new project in Forecast for every deal won in your Teamwork CRM
Teamwork CRM + Forecast
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Build your own integrations between Teamwork CRM and Forecast
Connect Teamwork CRM and Forecast with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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New sprint
Triggers when a new sprint is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New person
Triggers when a new person is added
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create project
Creates a new project
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Create subtask
Creates a new sub task/to-do
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Create milestone
Creates a new milestone in the selected project
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Create sprint
Creates a new sprint in the selected project
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Add person
Adds a new person
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Create client
Creates a new client
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Create label
Creates a new label
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Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >