Integrate Lime Go with TeamGrid

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

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Create a project within TeamGrid for every accomplished deal in Lime Go

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in TeamGrid for every deal won 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 TeamGrid.
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Create a project within TeamGrid for every accomplished deal in Lime Go

Lime Go + TeamGrid

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Supported triggers and actions

Integrate Lime Go and TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company in touch

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

Customer lost

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

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

Company being worked on

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

Deal status updated

Triggers when the status of a deal is updated

Deal won

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

Customer added

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

Negative call registered

Triggers when a negative call is registered in a calling list

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

All Actions - Actions are the automated tasks

Create signal

Creates a new signal

Complete project

Completes an existing project

Create project

Creates a new project

Create task

Creates a new task

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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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