Integrate OnePageCRM with TeamGrid
Send information between OnePageCRM and TeamGrid automatically, without writing any code, using Zoho Flow.
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Create a project within TeamGrid for every accomplished deal in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in TeamGrid for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in TeamGrid.
Create a project within TeamGrid for every accomplished deal in OnePageCRM
OnePageCRM + TeamGrid
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Supported triggers and actions
Integrate OnePageCRM and TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Task created
Triggers when a task is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing task
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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Learn more >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
Louis Castellano
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.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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