Zoho CRM + Teamwork Integration

Integrate Teamwork to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, log project updates, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
Arrow Right
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 task list 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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Ready Workflows Ready Workflows for Teamwork + Zoho CRM Integration

Capture contacts, log tasks, keep projects updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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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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.
See more
  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Teamwork + Zoho CRM flow

Connect your project management and CRM data with email, storage, calendars, and messaging tools to streamline execution. Pick a combination and activate it in one click.

Zoho CRM
Teamwork
+
SlackSlack (8)
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Google DriveGoogle Drive (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
TrelloTrello (8)
T
Z
S
Create a Zoho CRM contact from every new Teamwork person, and notify your sales team instantly on Slack.
New Teamwork persons appear in Zoho CRM as contacts within seconds and your sales team hears about it in Slack.
T
Z
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When a Task is created in Teamwork, create a corresponding module entry in Zoho CRM and post an alert in Slack.
Teamwork tasks automatically generate module entries in Zoho CRM while alerting your team on Slack.
Z
T
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When a Zoho CRM lead is updated, update the matching task in Teamwork and post the update in Slack.
Zoho CRM lead changes update your Teamwork tasks and notify your team on Slack automatically.
Z
T
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Create a task in Teamwork when a Zoho CRM contact is created, and post a confirmation in Slack.
New Zoho CRM contacts automatically generate onboarding tasks in Teamwork with confirmation sent via Slack.
Z
T
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If a Zoho CRM lead status is hot, create a priority task in Teamwork and notify your sales channel in Slack.
Hot Zoho CRM leads instantly trigger priority Teamwork tasks and notify your sales channel on Slack.
Z
T
S
When a Zoho CRM lead is converted, create a new project in Teamwork and announce it in Slack.
Converted Zoho CRM leads instantly generate new Teamwork projects with public announcements in Slack.
Z
T
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Use Claude to summarise every new Zoho CRM contact note, save the summary in Teamwork, and post the brief in Slack.
Claude summarises new Zoho CRM contact notes, saves them into Teamwork, and posts the brief on Slack.
Z
T
T
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Turn every won Zoho CRM deal into a Teamwork project, create the kickoff task in Trello, and announce it in Slack.
Won Zoho CRM deals create Teamwork projects, generate Trello kickoff tasks, and announce wins in Slack.

Supported triggers and actions for Zoho CRM and Teamwork

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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What can you automate with Teamwork + Zoho CRM?

Streamline your customer relationships and project execution with robust, automated workflows.

What you can automate?
🔄
Sync new contacts and tasks automatically
Create a contact in Zoho CRM the moment a person is created in Teamwork, eliminating manual data entry across your tools.
📋
Capture every submitted field and detail
Map all available contact fields and task attributes between Teamwork and Zoho CRM without losing critical information.
🔔
Alert your team instantly on messaging apps
Notify your sales or project channel in Slack the moment a new task is created or a lead status changes in Zoho CRM.
🔀
Route records based on submitted criteria
Create priority tasks in Teamwork or standard tasks depending on whether a Zoho CRM lead status is marked hot or cold.
📝
Keep destination records fully up to date
Update matching module entries in Zoho CRM whenever project tasks or timelines change in Teamwork.
🔍
Add or update records without duplicates
Search for existing contacts in Zoho CRM before creating new entries to keep your database clean and organized.
Handle later status changes and completions
Mark tasks complete in Teamwork or update module entries in Zoho CRM when leads convert or milestones finish.
🚀
Extend your workflow to Slack
Combine Teamwork and Zoho CRM with Slack to notify team channels and announce closed deals automatically.
And much more...

Who is Teamwork + Zoho CRM integration for?

Teams managing client relationships and project execution together rely on this integration to eliminate manual data entry and keep records synchronized.

Performance marketers
Performance marketers
Project managers
Project managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
📈
Performance marketers
You're tracking campaign leads across your CRM but project task counts only update when someone manually exports records, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in both platforms instantly and your data stays current.
Project managers
You're managing project deliverables in Teamwork while sales reps update client data in Zoho CRM, but manual handoffs cause delays in task creation — connecting these apps means every new contact or lead instantly generates the right project task so execution starts without waiting.
🤝
Sales representatives
You're closing deals in Zoho CRM and need project teams in Teamwork to start work immediately, but manual email notifications get missed — automating both apps means won deals instantly trigger project creation and task assignments so onboarding happens seamlessly.
🎯
Account managers
You're handling client communications in Zoho CRM and tracking deliverables in Teamwork, but keeping task statuses aligned takes hours of manual copying — automating both apps means client updates flow across your stack instantly and your records remain accurate.
⚙️
Operations directors
You're overseeing cross-functional workflows between sales and delivery teams, but fragmented data between Teamwork and Zoho CRM creates blind spots — this integration means every record update propagates across your entire stack without manual intervention.
📋
Customer success leads
You're monitoring client health and support tickets in Zoho CRM while tracking customer onboarding milestones in Teamwork, but missing updates lead to gaps in history — automating both apps means your customer records and project milestones stay perfectly synchronised.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho CRM + Teamwork

Build and manage your Zoho CRM + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Teamwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Teamwork to Zoho CRM?
Frequently Asked Questions
You can connect Teamwork to Zoho CRM in 1 click using ready templates or ask Integrately AI to build your automation. It links your apps alongside Slack, Google Drive, Gmail, and 1,500+ other tools.
Can I automatically create a Zoho CRM contact when a person is created in Teamwork?
Frequently Asked Questions
Can I connect Teamwork, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork and Zoho CRM?
Frequently Asked Questions
How does Teamwork handle contact and task data during integration?
Frequently Asked Questions
Can I update Zoho CRM module entries when Teamwork tasks change?
Frequently Asked Questions
Do I need coding skills to automate Teamwork and Zoho CRM?
Frequently Asked Questions
Is the Teamwork and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Teamwork or Zoho CRM With 1500+ Other Apps

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