Integrate Teamwork CRM with DoneDone
Send information between Teamwork CRM and DoneDone automatically, without writing any code, using Zoho Flow.
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Create a project within DoneDone for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within DoneDone for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in DoneDone.
Create a project within DoneDone for every accomplished deal in Teamwork CRM
Teamwork CRM + DoneDone
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Supported triggers and actions
Integrate Teamwork CRM and DoneDone 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
Task created
Triggers when a new task is created in the selected project
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 project
Creates a new project
Create task
Creates a task in the selected project
Add comment
Adds a comment to the specified task
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified task
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 DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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Logic
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Custom functions
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
