Integrate Teamwork CRM with Teamwork Projects
Send information between Teamwork CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in your Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Teamwork Projects 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 Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in your Teamwork CRM
Teamwork CRM + Teamwork Projects
Build your own integrations between Teamwork CRM and Teamwork Projects
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Supported triggers and actions
Integrate Teamwork CRM and Teamwork Projects 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 milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New person
Triggers when a new person is added
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
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 milestone
Creates a new milestone in the selected project
Create task
Creates a new task in the selected task list
Add person
Adds a new person
Create message
Creates a new message in the selected project
Create project
Creates a new project
Create company
Creates a new company
Create time entry
Creates a new time entry in the selected project
Fetch task
Fetches the details of an existing task
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of a person by person ID or email address
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing project
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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