Integrate OnePageCRM with TeamGantt
Send information between OnePageCRM and TeamGantt automatically, without writing any code, using Zoho Flow.
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Create a new project in TeamGantt for every deal won in OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in TeamGantt for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates new project in TeamGantt.
Create a new project in TeamGantt for every deal won in OnePageCRM
OnePageCRM + TeamGantt
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Supported triggers and actions
Integrate OnePageCRM and TeamGantt using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create task
Creates new task
Create project
Creates new project
Add checklist item
Creates a new checklist item in the specified task
Create company label
Creates a new company label
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task name
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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