Integrate Lime Go with Teambook

Send information between Lime Go and Teambook automatically, without writing any code, using Zoho Flow.

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Create a new project in Teambook for every deal won in Lime Go

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Teambook for every deal successfully closed in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Teambook.
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Create a new project in Teambook for every deal won in Lime Go

Lime Go + Teambook

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Supported triggers and actions

Integrate Lime Go and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when the status of a deal is updated to 'won'

Deal status updated

Triggers when the status of a deal is updated

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Positive call registered

Triggers when a positive call is registered in a calling list

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

Negative call registered

Triggers when a negative call is registered in a calling list

Customer added

Triggers when the relation for a company is set to 'Is a customer'

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

Client added

Triggers when a new client is added

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Create project

Creates a new project

Create client

Creates a new client

Create booking

Creates a new booking

Create user

Creates a new user

What is Lime Go?

Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.

CRM

What is Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

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