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 800+ 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

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

User created or updated

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

New lead

Triggers when a new lead is created

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 module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is 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

Update module entry

Updates the specified module entry

Create or update module entry

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

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create module entry

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

Create or update contact

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

Remove tags

Removes tags from the specified record

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

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

Add tags

Adds tags to the specified record

Create or update lead

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

Convert lead to contact

Converts a lead to a contact

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique 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

Fetch user

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

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by 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 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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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