Integrate OnePageCRM with TeamWave

Send information between OnePageCRM and TeamWave automatically, without writing any code, using Zoho Flow.

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Create a new project in TeamWave for every deal won in your OnePageCRM

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in TeamWave for every deal successfully closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in TeamWave.
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Create a new project in TeamWave for every deal won in your OnePageCRM

OnePageCRM + TeamWave

Build your own integrations between OnePageCRM and TeamWave

Connect OnePageCRM and TeamWave with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and TeamWave 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

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 activity

Creates a new activity

Create deal

Creates a new deal

Create event

Creates a new event

Create task

Creates a new task

Create person

Creates a new person

Create task list

Creates a new task list

Create organization

Creates a new organization

Create project

Creates a new project

Create milestone

Creates a new milestone

Update organization

Updates the details of an existing organization

Update event

Update the details of an existing event

Update task

Updates the details of an existing task

Update person

Updates the details of an existing person

Update deal

Updates the details of an existing deal

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

CRM HR Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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