Integrate Teamwork CRM with Timely
Send information between Teamwork CRM and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely for every deal won in your Teamwork CRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in Timely for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Timely.
Create a new project in Timely for every deal won in your Teamwork CRM
Teamwork CRM + Timely
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Supported triggers and actions
Integrate Teamwork CRM and Timely 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
User added
Triggers when a new user is added
Account created
Triggers when a new account is created
Client created
Triggers when a new client is created for the selected account
Event created in project
Triggers when a new event is created in the selected project
Event created
Triggers when a new event is created
Team created
Triggers when a new team is created
Event created for user
Triggers when a new event is created for the selected user
Project created
Triggers when a new project 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 event in project
Creates a new event in the selected project
Create project
Creates a new project
Create client
Creates a new client
Create event for user
Creates a new event for the selected user
Add user
Adds a new user
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
