Zoho CRM + Teamwork Integration

Connect Zoho CRM to Teamwork in 1 click

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Teamwork + Zoho CRM Integration

Create Zoho CRM module for new Teamwork card

As any project manager would agree, spreadsheets are essential for tracking progress and ensuring that tasks are completed on time. However, manually creating a new Zoho CRM module for every new Teamwork card can be time-consuming and error-prone.

This process can be automated using Integrately's Teamwork - Zoho CRM integration. With this integration, a new Zoho CRM module will be created for every new Teamwork card.

This will save time and ensure that your project data is always up-to-date.
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Teamwork + Zoho CRM Integration

Create Zoho CRM module for new Teamwork task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Teamwork and Zoho CRM. By linking these two applications, you can ensure that every task is automatically recorded in the Zoho CRM, making it easier to track and manage.
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Zoho CRM + Teamwork Integration

Create Teamwork task for new Zoho CRM contact

Zoho CRM and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Zoho CRM, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Zoho CRM + Teamwork Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search tasklist in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork
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