Integrate Teamwork CRM with Teambook
Send information between Teamwork CRM and Teambook automatically, without writing any code, using Zoho Flow.
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Create a project within Teambook 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 Teambook 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 Teambook.
Create a project within Teambook for every accomplished deal in Teamwork CRM
Teamwork CRM + Teambook
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Supported triggers and actions
Integrate Teamwork CRM and Teambook 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
Project created
Triggers when a new project is created
Client added
Triggers when a new client is added
User added
Triggers when a new user is added
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 project
Creates a new project
Create user
Creates a new user
Create booking
Creates a new booking
Create client
Creates a new client
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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 >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.
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CEO, Syncify
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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.
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