

Integrate Teamwork CRM with Forecast
Send information between Teamwork CRM and Forecast automatically, without writing any code, using Zoho Flow.
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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.


Create a new project in Forecast for every deal won in your Teamwork CRM
Teamwork CRM + Forecast

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Supported triggers and actions
Integrate Teamwork CRM and Forecast 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 person
Triggers when a new person is added

New milestone
Triggers when a new milestone is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New task
Triggers when a new card is created in the selected project

New client
Triggers when a new client is created

New project
Triggers when a new project is created

New subtask
Triggers when a new subtask is created in the selected project

New time entry
Triggers when a new time entry is created in the selected project
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 subtask
Creates a new sub task/to-do

Create label
Creates a new label

Create task
Creates a new task

Create time registration
Creates a new time registration

Create client
Creates a new client

Add person
Adds a new person

Create milestone
Creates a new milestone in the selected project

Create project
Creates a new project

Create sprint
Creates a new sprint in the selected project

Fetch label
Fetches an existing label by name
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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.
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