Integrate Teamwork CRM with Zoho Forms
Send information between Teamwork CRM and Zoho Forms automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Teamwork CRM for each form entry generated by Zoho Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Teamwork CRM using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a new contact in Teamwork CRM for each form entry generated by Zoho Forms
Zoho Forms + Teamwork CRM
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Supported triggers and actions
Integrate Teamwork CRM and Zoho Forms 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
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
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 product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
