Integrate Teamwork CRM with Mavenlink
Send information between Teamwork CRM and Mavenlink automatically, without writing any code, using Zoho Flow.
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Generate a new project in Mavenlink for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Mavenlink for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Mavenlink.
Generate a new project in Mavenlink for every deal successfully closed in Teamwork CRM
Teamwork CRM + Mavenlink
Build your own integrations between Teamwork CRM and Mavenlink
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Supported triggers and actions
Integrate Teamwork CRM and Mavenlink 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
New Story
Triggered when a new story - task, deliverable or milestone is created
New Post
Triggers when a new post is created
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 Story
Creates a task, deliverable, or milestone in the selected project
Create Post
Creates a new post in the selected project
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 Mavenlink?
Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.
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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