Integrate Teamwork CRM with TeamGrid
Send information between Teamwork CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
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Generate a new project in TeamGrid for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in TeamGrid for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in TeamGrid.
Generate a new project in TeamGrid for every deal successfully closed in Teamwork CRM
Teamwork CRM + TeamGrid
Build your own integrations between Teamwork CRM and TeamGrid
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Supported triggers and actions
Integrate Teamwork CRM and TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Task created
Triggers when a task is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact 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 task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing 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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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