Integrate Teamwork CRM with IT Portal

Send information between Teamwork CRM and IT Portal automatically, without writing any code, using Zoho Flow.

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Create a new contact in IT Portal whenever a new contact is created in Teamwork CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in IT Portal each time a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact in IT Portal whenever a new contact is created in Teamwork CRM

Teamwork CRM + IT Portal

Build your own integrations between Teamwork CRM and IT Portal

Connect Teamwork CRM and IT Portal with over 800+ 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 IT Portal 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

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are 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 company

Creates a new company

Create contact

Creates a new contact

Add address

Adds a new address

Create knowledge base article

Creates a new knowledge base article

Create site

Creates a new site

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update address

Updates the details of an existing address

Fetch configuration

Fetches the details of an existing configuration

Fetch site

Fetches the details of an existing site

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch device

Fetches the details of an existing device

Fetch knowledge base article

Fetches the details of an existing knowledge base article

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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CEO, OpIndia

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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