Zoho CRM + Teamwork Integration

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.

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.

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.