Integrate Teamwork Desk with Zoho CRM

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

Build your own integrations between Teamwork Desk and Zoho CRM

Connect Teamwork Desk and Zoho CRM with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Thread edited

Triggers when a thread in the selected inbox is edited

New customer

Triggers when a new customer is created

New ticket note

Triggers when a ticket note is added

New agent reply

Triggers when an agent sends a reply

New customer reply

Triggers when a customer sends a reply

Ticket assigned

Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned

Triggers when a ticket in the selected inbox is unassigned

New ticket

Triggers when a new ticket is created

Updated customer details

Triggers when the details of a customer are updated

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Create ticket

Creates a new ticket

Create customer

Creates a new customer

Link task to ticket

Links a task to a ticket

Reply to ticket

Adds a reply to the selected ticket

Unassign ticket

Unassigns the selected ticket

Update customer

Updates the details of an existing customer

Update ticket

Updates the details of an existing ticket

Assign ticket

Assigns the selected ticket to a user

Fetch source

Fetches the source of an existing ticket by ID or name

Fetch priorities

Fetches the priority of an existing ticket by ID or name

Fetch agent

Fetches the details of an existing agent by ID, name, or email address

Fetch type

Fetches the type of an existing ticket by ID or name

Fetch inbox

Fetches the details of an existing inbox by ID, name, or email address

Fetch status

Fetches the status of an existing ticket by ID or name

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch tags

Fetch the details of an existing tag by ID or name

Fetch ticket

Fetches the details of an existing ticket by ticket ID or name

Fetch customer

Fetches the details of an existing customer by name or email address

Create or update lead

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

Create or update contact

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

Add user

Adds a new user

Update module entry

Updates the specified module entry

Send email template

Sends an email to the specified users

Update related module entry

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

Create module entry

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

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Convert lead to contact

Converts a lead to a contact

Create or update module entry

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

Update user

Updates the details of an existing user based on user ID

Fetch deal

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

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

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

Fetch account

Fetches an account by its name or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches a user by name or email address

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is Teamwork Desk?

Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.

Customer Support Helpdesk

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 >

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

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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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