Integrate Teamwork CRM with TeamGrid

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

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Generate a new project in TeamGrid 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 TeamGrid for every deal successfully closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in TeamGrid.
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Generate a new project in TeamGrid for every deal successfully closed in Teamwork CRM

Teamwork CRM + TeamGrid

Build your own integrations between Teamwork CRM and TeamGrid

Connect Teamwork CRM and TeamGrid 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 TeamGrid 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

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Project completed

Triggers when a project is completed

Contact created

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

Complete project

Completes an existing project

Create project

Creates a new project

Create task

Creates a new task

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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