Integrate Teamwork CRM with TeamWave
Send information between Teamwork CRM and TeamWave automatically, without writing any code, using Zoho Flow.
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Generate a new project in TeamWave for every deal successfully closed in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within TeamWave for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in TeamWave.
Generate a new project in TeamWave for every deal successfully closed in Teamwork CRM
Teamwork CRM + TeamWave
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Supported triggers and actions
Integrate Teamwork CRM and TeamWave 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
Create organization
Creates a new organization
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Create activity
Creates a new activity
Create project
Creates a new project
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create person
Creates a new person
Update person
Updates the details of an existing person
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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.
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Director, Perth Security Services
