Integrate Teamwork CRM with Act! 365

Send information between Teamwork CRM and Act! 365 automatically, without writing any code, using Zoho Flow.

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Create a new contact in Act! 365 whenever a new contact is created in Teamwork CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Act! 365 whenever a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Act! 365.
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Create a new contact in Act! 365 whenever a new contact is created in Teamwork CRM

Teamwork CRM + Act! 365

Build your own integrations between Teamwork CRM and Act! 365

Connect Teamwork CRM and Act! 365 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 Teamwork CRM and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Company updated

Triggers when a company is updated

Contact created

Triggers when a new contact is created

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create deal

Creates a new deal

Create note

Creates a new note

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Fetch contact by email

Fetches the details of an existing contact by email address

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact 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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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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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