CRM and Sales tools

Teamwork CRM

2min

With the Teamwork CRM modules, you can:

  • Watch, create, update, retrieve, search and delete the companies
  • Watch, create, update, retrieve, search and delete the contacts
  • Watch, create, update, retrieve, search and delete the deals
  • Watch, create, update, retrieve, search and delete the activities
  • Watch, create, update, retrieve, search and delete the notes
  • Create, update, retrieve, search and delete the pipelines
  • Create, update, retrieve, search and delete the products
  • Create, update, retrieve, search and delete the stages
  • Update, retrieve, search and delete the users
  • Update, search and delete the files

To get started with the Teamwork CRM, create an account at teamwork.com.

Connect Teamwork CRM with Make

To connect the Teamwork CRM app with the Make:

  1. Log in to your Teamwork CRM account.

  2. Click Profile > Settings.

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  3. Navigate to the API Keys > Generate API key.

    Teamwork_CRM_3.png
    

  4. Enter a name and validity date for generating the API key, and click Save.

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  5. Copy the API key and store it in a safe place.

    Teamwork_CRM_5.png
    
  6. Log in to your Make and add a module from the Teamwork CRM into a .

  7. Click Add next to the Connection field.

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  8. In the Connection name field, enter a name for the connection.
  9. In the Company Name field, enter the company name from the domain URL and API Key field enter the details copied in step 5, and click Save.
    You have successfully connected the Teamwork CRM app with Make and can now build .



Updated 02 Apr 2025
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