Integrate Teamwork CRM with Trigger
Send information between Teamwork CRM and Trigger automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Trigger for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Trigger 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 Trigger.
Generate a new project in Trigger for every deal successfully closed in Teamwork CRM
Teamwork CRM + Trigger
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Supported triggers and actions
Integrate Teamwork CRM and Trigger 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
Company created
Triggers when a new company is created
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 company
Creates a new company
Create task
Creates a new task in the selected project
Create project
Creates a new project
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 Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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