Integrate Teamwork CRM with Upsales
Send information between Teamwork CRM and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Upsales each time a new contact is created in Teamwork CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Upsales each time a new contact is created in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in Upsales.
Create a new contact is in Upsales each time a new contact is created in Teamwork CRM
Teamwork CRM + Upsales
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Supported triggers and actions
Integrate Teamwork CRM and Upsales 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
Opportunity created
Triggers when a new opportunity is created
Order placed
Triggers when a new order is placed
User created
Triggers when a new user is created
Appointment created
Triggers when a new appointment is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created
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
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create order
Creates a new order
Create activity
Creates a new activity
Create product
Creates a new product
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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