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
New customer
Triggers when a new customer is created
New customer reply
Triggers when a customer sends a reply
New ticket
Triggers when a new ticket is created
New ticket note
Triggers when a ticket note is added
New agent reply
Triggers when an agent sends a reply
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
Updated customer details
Triggers when the details of a customer are updated
Thread edited
Triggers when a thread in the selected inbox is edited
New lead
Triggers when a new lead is created
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
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
New contact
Triggers when a new contact 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 note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
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
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 an existing ticket
Fetch customer
Fetches an existing customer by name or email address. You can choose to create one if none are found.
Fetch ticket
Fetches a ticket by ticket ID or keyword
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
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
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
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.
Similar apps
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.
Similar apps
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.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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.
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