Integrate Teamwork CRM with WorkMarket
Send information between Teamwork CRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Create a new project in WorkMarket for every deal won in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in WorkMarket 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 for the selected client in WorkMarket.
Create a new project in WorkMarket for every deal won in Teamwork CRM
Teamwork CRM + WorkMarket
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Supported triggers and actions
Integrate Teamwork CRM and WorkMarket 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 assignment
Triggers when a new assignment is created
New client
Triggers when a new client is created
New project
Triggers when a new project 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
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create assignment
Creates a new assigment
Create project
Creates a new project for the selected client
Create client
Creates a new client
Add note
Adds a note to the selected assignment
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 WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
Similar apps
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Logic
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Custom functions
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