Integrate Zoho CRM with Teambook

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

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Create Zoho CRM user when a user added in Teambook

Each time a new user is added in Teambook, this flow creates a corresponding user in Zoho CRM.

How it works
1. A new user is added in Teambook.

2. Zoho Flow creates a corresponding user in Zoho CRM.
Use this flow
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Create Zoho CRM user when a user added in Teambook

Teambook + Zoho CRM

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Supported triggers and actions

Integrate Zoho CRM and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New module

Triggers when a new module is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create booking

Creates a new booking

Create user

Creates a new user

Create client

Creates a new client

Create project

Creates a new project

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

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

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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