Salesflare Salesflare Integrations

Teamwork CRM and Salesflare

CRM (Customer Relationship Management) teamwork.com ↗

How to connect Teamwork CRM

What you can automate

  • When new Company in Teamwork CRM, find or create account in Salesflare.
  • When new Contact in Teamwork CRM, find or create contact in Salesflare.
  • When new Deal in Teamwork CRM, create opportunity in Salesflare.
  • When new Note in Teamwork CRM, create internal note in Salesflare.
  • When new Account in Salesflare, create Company in Teamwork CRM.
  • When new Opportunity in Salesflare, create Deal in Teamwork CRM.

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.

Teamwork CRM operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Activity Updated or Deleted — Triggered when a activity is updated or deleted.
  • Deal Updated or Deleted — Triggered when a deal is updated or deleted.
  • New Activity — Triggered when you add a new activity.
  • New Company — Triggered when you add a new company.
  • New Contact — Triggered when you add a new contact.
Show 3 more triggers
  • New Deal — Triggered when you add a new deal.
  • New File — Triggered when you add a new file.
  • New Note — Triggered when you add a new note.

Actions (14)

Things Salesflare can make it do

  • Create Activity — Creates a new activity.
  • Create Company — Creates a new company.
  • Create Contact — Creates a new contact.
  • Create Deal — Creates a new deal.
  • Create Note — Creates a new note.
Show 9 more actions
  • Create Pipeline — Creates a new pipeline.
  • Create Product — Creates a new product.
  • Create Stage — Creates a new stage.
  • Create User — Creates a new user.
  • Find or Create Activity — Finds an activity by searching.
  • Find or Create Company — Finds a company by searching.
  • Find or Create Contact — Finds a contact by searching.
  • Find or Create Deal — Finds a deal by searching.
  • Find or Create Note — Finds a note by searching.

Searches (6)

Look up existing records

  • Find Activity — Finds an activity by searching.
  • Find Company — Finds a company by searching.
  • Find Contact — Finds a contact by searching.
  • Find Deal — Finds a deal by searching.
  • Find File — Finds a file by searching.
Show 1 more searches
  • Find Note — Finds a note by searching.

Teamwork CRM operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch Created Activities — Triggered when you add a new activity.
  • Watch Created Companies — Triggered when you add a new company.
  • Watch Created Contacts — Triggered when you add a new contact.
  • Watch Created Deals — Triggered when you add a new deal.
  • Watch Created Notes — Triggered when you add a new note.
Show 4 more triggers
  • Watch Deleted Activities — Triggered when an activity is deleted.
  • Watch Deleted Deals — Triggered when a deal is deleted.
  • Watch Updated Activities — Triggered when an activity is updated.
  • Watch Updated Deals — Triggered when a deal is updated.

Actions (38)

Things Salesflare can make it do

  • Create a Company — Creates a new company.
  • Create a Contact — Creates a new contact.
  • Create a Deal — Creates a new deal.
  • Create a Note — Creates a new note.
  • Create a Pipeline — Creates a new pipeline.
Show 33 more actions
  • Create a Product — Creates a new product.
  • Create a Stage — Creates a new stage.
  • Create an Activity — Creates a new activity.
  • Delete a Company — Deletes a company.
  • Delete a Contact — Deletes a contact.
  • Delete a Deal — Deletes a deal.
  • Delete a File — Deletes a file.
  • Delete a Note — Deletes a note.
  • Delete a Pipeline — Deletes a pipeline.
  • Delete a Product — Deletes a product.
  • Delete a Stage — Deletes a stage.
  • Delete a User — Deletes a user.
  • Delete an Activity — Deletes an activity.
  • Get a Company — Gets a company.
  • Get a Contact — Gets a contact.
  • Get a Deal — Gets a deal.
  • Get a Note — Gets a note.
  • Get a Pipeline — Gets a pipeline.
  • Get a Product — Gets a product.
  • Get a Stage — Gets a stage.
  • Get a User — Gets a user.
  • Get an Activity — Gets an activity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Company — Updates a company.
  • Update a Contact — Updates a company.
  • Update a Deal — Updates a deal.
  • Update a File — Updates a file.
  • Update a Note — Updates a note.
  • Update a Pipeline — Updates a pipeline.
  • Update a Product — Updates a product.
  • Update a Stage — Updates a stage.
  • Update an Activity — Updates an activity.
  • Update an User — Updates a user.

Searches (10)

Look up existing records

  • Search Activities — Searches activities by given criteria.
  • Search Companies — Searches companies by given criteria.
  • Search Contacts — Searches contacts by given criteria.
  • Search Deals — Searches deals by given criteria.
  • Search Files — Searches files by given criteria.
Show 5 more searches
  • Search Notes — Searches notes by given criteria.
  • Search Pipelines — Searches pipelines by given criteria.
  • Search Products — Searches products by given criteria.
  • Search Stages — Searches stages by given criteria.
  • Search Users — Searches users by given criteria.

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