Integrate Teamwork CRM with TeamGantt

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

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Create a new project in TeamGantt for every deal won in your Teamwork CRM

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGantt for every deal won in Teamwork CRM.

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

Teamwork CRM + TeamGantt

Build your own integrations between Teamwork CRM and TeamGantt

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Supported triggers and actions

Integrate Teamwork CRM and TeamGantt 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

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 task

Creates new task

Create company label

Creates a new company label

Create project

Creates new project

Add checklist item

Creates a new checklist item in the specified task

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task name

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 TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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Webhook triggers

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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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