

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

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Supported triggers and actions
Integrate Teamwork Desk and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Ticket assigned
Triggers when a ticket in the selected inbox is assigned

New ticket
Triggers when a new ticket is created

Thread edited
Triggers when a thread in the selected inbox is edited

New customer reply
Triggers when a customer sends a reply

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

Updated customer details
Triggers when the details of a customer are updated

New contact
Triggers when a new contact is created

Updated module entry
Triggers when an entry is updated in the selected module

New lead
Triggers when a new lead is created

New user
Triggers when a new user is created

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

Updated deal
Triggers when an existing deal is updated

New module
Triggers when a new module is created

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
All Actions - Actions are the automated tasks

Create ticket
Creates a new ticket

Create customer
Creates a new customer

Assign ticket
Assigns the selected ticket to a user

Link task to ticket
Links a task to a ticket

Update customer
Updates the details of an existing customer

Unassign ticket
Unassigns the selected ticket

Reply to ticket
Adds a reply to the selected ticket

Update ticket
Updates an existing ticket

Fetch customer
Fetches an existing customer by name or email address. Optionally, creates one if none are found

Fetch ticket
Fetches a ticket by ticket ID or keyword

Send mail merge
Sends a mail merge with details of the selected record

Draft email template
Drafts an email based on the selected template

Update module entry
Updates the specified module entry

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

Send email template
Sends an email to the specified users

Convert lead to contact
Converts a lead to a contact

Add user
Adds a new user

Add tags
Adds tags to the specified record

Remove tags
Removes tags from the specified record

Raise signal
Raises a signal to Zoho CRM

Add note
Adds a note to the selected module

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

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

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)

Update user
Updates the details of an existing user based on user ID

Fetch email template
Fetches an email template by name

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

Fetch lead
Fetches a lead by email address or unique ID

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 event
Fetches an event by its title or unique ID

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

Clone module entry
Clones an existing module entry

Fetch inventory template
Fetches an inventory template using ID

Cancel call
Cancels a event

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.
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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.
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