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Integrate Teamwork CRM with Workstack
Send information between Teamwork CRM and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack 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 Workstack.
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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Teamwork CRM + Workstack
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Build your own integrations between Teamwork CRM and Workstack
Connect Teamwork CRM and Workstack 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 Workstack 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 todo
Triggers when a new todo is created in the selected project
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New meeting
Triggers when a new meeting is created for the selected user
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New todo list
Triggers when a new todo list is created in the selected project
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New project
Triggers when a new project is created
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New task
Triggers when a new task is created for the selected user
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 todo list
Creates a new todo list in the selected project
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Create task
Creates a new task in the selected todo
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Create meeting
Creates a new meeting
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Create project
Creates a new project
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Create todo
Creates a new todo in the selected 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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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