

Integrate Teamwork CRM with Insightly
Send information between Teamwork CRM and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a new project in Insightly for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightly for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Insightly.


Generate a new project in Insightly for every deal successfully closed in Teamwork CRM
Teamwork CRM + Insightly

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Supported triggers and actions
Integrate Teamwork CRM and Insightly 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 Task
Triggers when a new task is created

New Project
Triggers when a new project is created

New Opportunity
Triggers when a new opportunity is created

New Lead
Triggers when a new lead is created

New Organization
Triggers when a new organization is created

New Contact
Triggers when a new contact 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 Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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