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Integrate Teamwork CRM with Teamwork Projects
Send information between Teamwork CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Teamwork Projects for every deal won in your Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Teamwork Projects 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 Teamwork Projects.
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Create a new project in Teamwork Projects for every deal won in your Teamwork CRM
Teamwork CRM + Teamwork Projects
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Build your own integrations between Teamwork CRM and Teamwork Projects
Connect Teamwork CRM and Teamwork Projects with over 700+ 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Deal updated
Triggers when a deal is updated
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Note created
Triggers when a new note is created
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when a contact is updated
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Company updated
Triggers when a company is updated
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New task
Triggers when a new task is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New task list
Triggers when a new task list is created in the selected project
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New company
Triggers when a new company is created
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New message
Triggers when a new message is created in the selected project
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New person in project
Triggers when a new person is added in the selected project
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New person
Triggers when a new person is added
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New project
Triggers when a new project is created
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create deal
Creates a new deal
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Create note
Creates a new note
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Create contact
Creates a new contact
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Create lost reason
Creates a new lost reason
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Create product
Creates a new product
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Fetch product
Fetches the details of an existing product
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Fetch company
Fetches the details of an existing company
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Fetch deal
Fetches the details of an existing deal
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Fetch contact
Fetches the details of an existing contact
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Create milestone
Creates a new milestone in the selected project
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Add person
Adds a new person
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Create project
Creates a new project
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Create message
Creates a new message in the selected project
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Create time entry
Creates a new time entry in the selected project
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Create company
Creates a new company
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Create task
Creates a new task in the selected task list
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Fetch person
Fetches the details of a person by person ID or email address
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Fetch company
Fetches the details of an existing company
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Fetch project
Fetches the details of an existing project
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Fetch tag
Fetches the details of a tag by ID or name
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Fetch task
Fetches the details of 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.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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