Integrate Teamwork CRM with Outlook

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

Explore prebuilt integration flows to get started

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Initiate a welcome email using Outlook when a new company is created in Teamwork CRM

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will generate a welcome email using Outlook for every new company created within Teamwork CRM.

How it works
  1. The flow triggers when a new company is created in Teamwork CRM.
  2. Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Teamwork CRM

Teamwork CRM + Outlook

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Create a new contact in Outlook 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 add a new contact in Outlook whenever a new contact is added 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 Outlook.
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Create a new contact in Outlook whenever a new contact is created in Teamwork CRM

Teamwork CRM + Outlook

Build your own integrations between Teamwork CRM and Outlook

Connect Teamwork CRM and Outlook 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 Outlook 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

Email received

Triggers when a new email is received

Event created

Triggers when a new event 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

Send email

Creates and sends a new email

Create event

Creates a new event

Create contact

Creates a new contact

Flag email

Flags the specified email

Reply to email

Replies to the specified email

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches an event by title

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Find contact folder

Finds a folder by name

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 Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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