Integrate Teamwork CRM with Insightful
Send information between Teamwork CRM and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightful for every deal won in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Insightful for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in Teamwork CRM
Teamwork CRM + Insightful
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Supported triggers and actions
Integrate Teamwork CRM and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Employee updated
Triggers when the details of an existing employee are updated
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create project
Creates a new project
Create team
Creates a new team
Create task
Creates a new task
Create employee
Creates a new employee
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Deactivate employee
Deactivates an existing employee
Update team
Updates the details of an existing team
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
Fetch employee by email address or name
Fetch record by email address or name
Fetch employee
Fetches the details of an existing employee using ID
Fetch project
Fetches the details of an existing project using ID
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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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.
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
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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
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