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Teamwork CRM + Zoho CRM

Teamwork CRM + Zoho CRM

Teamwork CRM + Zoho CRM integrations

Create Teamwork CRM contacts from new or updated Zoho CRM contacts

Keep your customer data up-to-date across platforms with this efficient workflow that connects Zoho CRM and Teamwork CRM. Whenever there's a new or updated contact in Zoho CRM, this automation will create a contact in Teamwork CRM with the same information. Say goodbye to manual data entry and ensure seamless information consistency between your CRM systems.

When this happens...
New or Updated ContactTriggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Zoho CRM and Teamwork CRM

Discover other triggers and actions you can use with Zoho CRM and Teamwork CRM

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Trigger on
  Required
Trigger
Instant
Try It
New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Name
  Required
Action
Write
- Name
  Required
- Pipeline
  Required
- OrderIndex
- Probability
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Search or write
- Search For
  Required
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Type
  Required
- Note
  Required
Action
Search or write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
New Activity
Triggered when you add a new activity.
Trigger
Instant
Try It
New Company
Triggered when you add a new company.
Trigger
Instant
Try It
New Deal
Triggered when you add a new deal.
Trigger
Instant
Try It
New File
Triggered when you add a new file.
Trigger
Instant
Try It
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Type
  Required
- Note
  Required
Action
Write
- Name
  Required
- Owner
  Required
- Currency
  Required
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Email
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write

About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.

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CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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