Integrate TeamWave with OnePageCRM
Send information between TeamWave and OnePageCRM 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
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in TeamWave.
Create a new project in TeamWave for every deal won in your OnePageCRM
OnePageCRM + TeamWave
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Supported triggers and actions
Integrate TeamWave and OnePageCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create person
Creates a new person
Create task
Creates a new task
Create organization
Creates a new organization
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create project
Creates a new project
Create deal
Creates a new deal
Create activity
Creates a new activity
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update person
Updates the details of an existing person
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
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
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.
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