TeamWave and Salesflare

CRM (Customer Relationship Management) teamwave.com ↗

How to connect TeamWave

Via Zapier — 35 operations available. Set it up ↗
Via Make — 27 modules available. Set it up ↗

What you can automate

When new Person in TeamWave, find or create contact in Salesflare.
When new Organization in TeamWave, find or create account in Salesflare.
When new Deal in TeamWave, create opportunity in Salesflare.
When new Task in TeamWave, create task in Salesflare.
When new Task List in TeamWave, create task in Salesflare.
When updated Person in TeamWave, find or create contact in Salesflare.

About TeamWave

TeamWave is an unified platform for project management, CRM, and HR software for small businesses.

TeamWave operations on Zapier

Triggers (14)

Start a workflow when this happens

Deal Matching Filter — Triggers when a deal is moved to selected Stage.
New Activity — Triggers when a new Activity is created.
New Deal — Triggers when a new deal is created.
New Event — Triggers when new event is created.
New Milestone — Triggers when Milestone is added.

Show 9 more triggers

New Organization — Triggers when a new organization is created.
New Person — Trigger when a new person is created.
New Project — Triggers when a new project is created.
New Task — Triggers when a new task is added.
New Task List — Triggers when a new task list is added.
New Timelog — Triggers when New Timelog is made.
Updated Deal — Triggers when deal is upadted.
Updated Organization — Triggers when an existing organization is updated.
Updated Person — Triggers when an existing person is updated.

Actions (17)

Things Salesflare can make it do

Add Follower — Adds a follower to a deal.
Create Activity — Creates a new activity.
Create Deal — Creates a new deal.
Create Event — Creates a new event.
Create Milestone — Creates a new milestone.

Show 12 more actions

Create Organization — Creates a new organization.
Create Person — Creates a new person.
Create Project — Creates a new project.
Create Project From Template — This creates project from available templates.
Create Task — Creates a new Task.
Create Task List — Creates a new task list.
Find or Create Deal — Find or Create Deal
Find or Create Organization — Find or Create Organization
Find or Create Person — Find or Create Person
Update Deal — Updates an existing deal.
Update Organization — Updates an existing Organization.
Update Person — Updates an existing person.

Searches (4)

Look up existing records

Find Deal — Finds an existing deal. Optionally, create one if none are found.
Find Organization — Find an organization.
Find Person — Finds an existing person.
Find User — Finds a user by email.

TeamWave operations on Make

Actions (18)

Things Salesflare can make it do

Create a Deal — Creates a deal.
Create a Milestone — Creates a milestone in a project.
Create a Person — Creates a person.
Create a Project — Creates a project.
Create a Task in a Project — Creates a task in a project.

Show 13 more actions

Create an Event in a Project — Creates an event in a project.
Create an Organization — Creates an organization.
Delete a Deal — Deletes a deal.
Delete a Milestone — Deletes a milestone in a project.
Delete a Person — Deletes a person.
Delete a Task in a Project — Deletes a task in a project.
Delete an Event — Deletes an event.
Delete an Organization — Deletes an organization.
Make an API Call — Performs an arbitrary authorized API call.
Update a Deal — Updates a deal.
Update a Person — Updates a person.
Update a Task in a Project — Updates a task in a project.
Update an Organization — Updates an organization.

Searches (9)

Look up existing records

Get a Person — Gets a person.
Get a Task in a Project — Gets a task in a project.
Get an Organization — Gets an organization.
List All Organizations — Show list of all organizations.
List Milestones in a Project — Lists milestones in a project.

Show 4 more searches

List Project Events — Show project events.
List Projects — Show list of all projects.
List Task Groups — Show all tasks for project.
Search for Persons — Searchs for persons.

Similar apps

The CRM your team will love to use.

Popular Zapier Make

B2B lead generation platform

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…

Zapier Forms is an automated way to collect data and integrate your form with workflows that can…

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

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free