Is it possible to filter deals by assigned sales rep?

Yes, you can filter deals based on the assigned sales rep. Specify the rep criteria, and DryMerge will handle the rest.

Can I customize what constitutes a 'stalled' deal?

Yes, you can customize the criteria for a 'stalled' deal. Describe the necessary criteria, and DryMerge will configure the automation accordingly.

Who typically uses this automation and for what purpose?

Sales managers use this automation to ensure timely follow-up on stalled deals, promoting consistent progress in the sales pipeline.

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Teamwork + Zoho CRM

Add Teamwork Tasks for Stalled Deals in Zoho CRM

Keep your sales team on their toes by adding a task in Teamwork whenever a deal in Zoho CRM is stalled. This ensures timely follow-up actions to move the deal forward.

Stalled Zoho CRM Deal

Triggers when a deal in Zoho CRM is stalled.

Add Task

Creates a new task in Teamwork.

See more Teamwork to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Teamwork Tasks for Client Emails in Zoho CRM

Teamwork + Zoho CRM

Create Teamwork Tasks for New Events in Zoho CRM

Teamwork + Zoho CRM

Create Teamwork Tasks for New Notes in Zoho CRM Deals

Teamwork + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Teamwork tasks for stalled deals in Zoho CRM"

Add Teamwork tasks for stalled deals in Zoho CRM

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Teamwork + Zoho CRM.

New Project

Triggers when a new project is created in Teamwork

New Task

Triggers when a new task is created in Teamwork

New Comment

Triggers when a new comment is added to a task in Teamwork

New Milestone

Triggers when a new milestone is created in Teamwork

Task Completed

Triggers when a task is marked as completed in Teamwork

Task Updated

Triggers when a task is updated in Teamwork

New File

Triggers when a new file is uploaded to Teamwork

New Message

Triggers when a new message is posted in Teamwork

New Notebook

Triggers when a new notebook is created in Teamwork

New Time Entry

Triggers when a new time entry is logged in Teamwork

New User

Triggers when a new user is added to Teamwork

New Event

Triggers when a new event is added to the calendar in Teamwork

App details

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.