Integrate DoneDone with Teamwork CRM
Send information between DoneDone and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a project within DoneDone 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 DoneDone 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 DoneDone.
Create a project within DoneDone for every accomplished deal in Teamwork CRM
Teamwork CRM + DoneDone
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Supported triggers and actions
Integrate DoneDone and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created in the selected project
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
All Actions - Actions are the automated tasks
Create task
Creates a task in the selected project
Create project
Creates a new project
Add comment
Adds a comment to the specified task
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified task
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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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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