Integrate Teamwork CRM with Active Collab

Send information between Teamwork CRM and Active Collab automatically, without writing any code, using Zoho Flow.

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Generate a new project in Active Collab for every deal successfully closed in Teamwork CRM

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Active Collab for every deal won in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Active Collab.
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Generate a new project in Active Collab for every deal successfully closed in Teamwork CRM

Teamwork CRM + Active Collab

Build your own integrations between Teamwork CRM and Active Collab

Connect Teamwork CRM and Active Collab with over 950+ 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 Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task closed

Triggers when a task is closed

Task updated

Triggers when the details of an existing task is updated

Task list created

Triggers when a new task list is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create deal

Creates a new deal

Create company

Creates a new company

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

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create project

Creates a new project

Add comment to task

Creates a new comment in the selected task

Create company

Creates a new company

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Move task

Moves the specified task to the selected task list

Fetch label

Fetches the details of an existing label by ID or name

Fetch project

Fetches the details of an existing project by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch company

Fetches the details of an existing company by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Fetch template

Fetches the details of an existing template

Fetch category

Fetches the details of an existing category by ID or name

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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Webhook triggers

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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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