Integrate Teamwork CRM with Teambook
Send information between Teamwork CRM and Teambook automatically, without writing any code, using Zoho Flow.
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Create a project within Teambook for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Teambook 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 Teambook.
Create a project within Teambook for every accomplished deal in Teamwork CRM
Teamwork CRM + Teambook
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Supported triggers and actions
Integrate Teamwork CRM and Teambook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when a company is updated
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
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 deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create contact
Creates a new contact
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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.
Similar apps
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.
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