Integrate MetForm with Teamwork CRM

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

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Create a new contact in Teamwork CRM whenever a form is submitted through MetForm

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Teamwork CRM using the form responses obtained from MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new contact in Teamwork CRM.
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Create a new contact in Teamwork CRM whenever a form is submitted through MetForm

MetForm + Teamwork CRM

Build your own integrations between MetForm and Teamwork CRM

Connect MetForm and Teamwork CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate MetForm and Teamwork CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

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

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

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create deal

Creates a new deal

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Create note

Creates a new note

Create contact

Creates a new contact

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

What is MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.

Forms WordPress Plugins

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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 >

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Operations Manager, Package Mate

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.

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CEO, Blazesoft

Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.

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Owner, Revenue Ranch

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