Connect Teambook and Zoho CRM
Integrate Teambook with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teambook + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Teambook
When this happens...
Project Created
New User Joins
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Create a Note in Zoho-crm when Project Created in Teambook
Use this flowCreate a lead in Zoho CRM when Project Created in Teambook
Use this flowSearch Lead in Zoho CRM when Project Created in Teambook
Use this flowUpdate Note in Lead in Zoho CRM when Project Created in Teambook
Use this flowAdd Tags to Leads in Zoho CRM when Project Created in Teambook
Use this flowAttach File to Record in Zoho CRM when Project Created in Teambook
Use this flowFind Module in Zoho CRM when Project Created in Teambook
Use this flowCreate Record in Zoho CRM when Project Created in Teambook
Use this flowCreate a Note in Zoho-crm when New User Joins in Teambook
Use this flowCreate a lead in Zoho CRM when New User Joins in Teambook
Use this flowSupported Triggers & Actions
Everything you can automate between Teambook and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when project is created
New User Joins
Runs when new user joins
New Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
New Account
Update perform and sample endpoints to Zoho CRM v8, adding required sample fields and safe response access.
New Deals
Apply confirmed v8 polling, latest sample, and safe historical transfer updates to the existing New Deals trigger.
Do thisActions
Action is the task that follows automatically within your Teambook integrations.
Create User
Create a teambook user.
List Projects
Retrieve all projects, optionally returning only selected fields.
List User
Retrieve all team members; optionally return only selected user fields.
List Actual Logs
Retrieve actual logs, optionally filtered by user, project, date, range, and selected fields.
List Tasks
Retrieve all tasks from your account.
List Teams
List all teams.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teambook and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teambook and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where Teambook triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Teambook. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teambook and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teambook and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
