Integrate Teamwork Projects with Zoho CRM
Send information between Teamwork Projects and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamwork Projects and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New company
Triggers when a new company is created
New task list
Triggers when a new task list is created in the selected project
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New user
Triggers when a new user is created
New note
Triggers when a new note is added
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Create milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
Fetch person
Fetches the details of a person by person ID or email address
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
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Update module entry
Updates the specified module entry
Add tags
Adds tags to the specified record
Send email template
Sends an email to the specified users
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
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address 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
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
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 Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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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