Integrate Teamwork CRM with Ontraport
Send information between Teamwork CRM and Ontraport automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Ontraport each time a new contact is created in Teamwork CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Ontraport whenever a new contact is added in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in Teamwork CRM
Teamwork CRM + Ontraport
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Supported triggers and actions
Integrate Teamwork CRM and Ontraport 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 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
Tag added
Triggers when the selected tag is added to a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
Contact added
Triggers when a new contact is added
Tag removed
Triggers when the selected tag is removed for a contact
All Actions - Actions are the automated tasks
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create note
Creates a new note
Create product
Creates a new product
Create company
Creates a new company
Create contact
Creates a new contact
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
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 Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
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.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Master Liveaboards
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, SHARC Energy
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
