Integrate Teamwork CRM with Zoho CRM

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

Build your own integrations between Teamwork CRM and Zoho CRM

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Supported triggers and actions

Integrate Teamwork CRM and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Company updated

Triggers when a company is updated

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

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)

Updated module entry

Triggers when an entry is updated in the selected module

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

New note

Triggers when a new note is added

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create note

Creates a new note

Create deal

Creates a new deal

Create company

Creates a new company

Create product

Creates a new product

Create or update module entry

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

Update related module entry

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

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

Create module entry

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

Add user

Adds a new user

Update module entry

Updates the specified module entry

Add note

Adds a note to the selected module

Convert lead to contact

Converts a lead to a contact

Create or update contact

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

Send mail merge

Sends a mail merge with details of the selected record

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update lead

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

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Clone module entry

Clones an existing module entry

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

Fetch inventory template

Fetches an inventory template using ID

Fetch deal

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

Fetch contact

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

Cancel call

Cancels a event

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

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 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.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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