Integrate Teamwork CRM with ZeptoMail
Send information between Teamwork CRM and ZeptoMail automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through ZeptoMail when a new company is added in Teamwork CRM
Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via ZeptoMail to new companies created in Teamwork CRM.
How it works
- The flow triggers when a new company is created in Teamwork CRM.
- Zoho Flow sends an email to the selected email addresses in ZeptoMail.
Trigger a welcome email through ZeptoMail when a new company is added in Teamwork CRM
Teamwork CRM + ZeptoMail
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Supported triggers and actions
Integrate Teamwork CRM and ZeptoMail 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
Email event occurred
Triggers when an email event (bounce, open, or click) occours
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
Send template email
Sends a template email to the selected email addresses
Send email
Sends an email to the selected email addresses
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 ZeptoMail?
ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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