Integrate Teamwork CRM with Picky Assist
Send information between Teamwork CRM and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Picky Assist for newly created contacts in Teamwork CRM
Send personalized welcome emails to every new contact in your sales CRM software. This flow will trigger a welcome email in Picky Assist whenever a new contact is added in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Dispatch a welcome message in Picky Assist for newly created contacts in Teamwork CRM
Teamwork CRM + Picky Assist
Build your own integrations between Teamwork CRM and Picky Assist
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Supported triggers and actions
Integrate Teamwork CRM and Picky Assist 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
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 message
Sends a new Whatsapp or SMS message
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 Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
Similar apps
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.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
