Teamwork CRM

teamwork crm is a sales management tool that helps track leads, manage pipelines, and automate sales processes integrating teamwork crm with make com enables users to automate lead capture, update deals, and sync contact information across platforms this is ai generated content based on official teamwork crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www teamwork com/support/ directly requirements to use the teamwork crm app in make, you must have an active teamworkcom account and use basic authentication with your username and password, https //www teamwork com/crm/ for subscription, refer to the https //www teamwork com/crm/ connect teamwork crm and {{product name}} to get started, you must first create a connection between teamwork crm and {{product name}} , allowing the two services to communicate obtain your basic in your teamwork crm account create the connection in make obtain your basic in your teamwork crm account before you create the connection in {{product name}} , you should first obtain your basic in your teamwork crm account to obtain your basic click your profile icon in the main navigation menu click settings click personal in the left navigation menu scroll to api key s click generate api key enter a name for the api key set a valid until date if desired click save copy the api key displayed in the api key s section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support teamwork com/crm/personal settings/managing your api keys create the connection in {{product name}} https //www make com/en/register , add the teamwork crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your teamwork crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page teamwork crm modules after connecting to the teamwork crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your account create a contact creates a new contact record in your selected application create a deal creates a new sales deal record in your crm system create a note creates a new note in your selected application create a pipeline creates a new pipeline within your selected project create a product creates a new product entry in your selected system or database create a stage creates a new stage within your selected workflow or process create an activity creates a new activity record in your selected application delete a company permanently removes a specified company from your account delete a contact permanently removes a specified contact from your account delete a deal permanently removes a selected deal from your account delete a file permanently removes a specified file from your storage delete a note deletes a specific note from your account delete a pipeline permanently removes a specified pipeline from your account delete a product permanently removes a specified product from your inventory delete a stage deletes a specified stage from your workflow or project delete a user permanently removes a specified user account from the system delete an activity permanently removes a specified activity from your account get a company retrieves detailed information about a specific company get a contact retrieves detailed information about a specific contact get a deal retrieves detailed information about a specific deal get a note retrieves the details of a specific note get a pipeline retrieves detailed information about a specific pipeline get a product retrieves detailed information about a specific product get a stage retrieves detailed information about a specific stage get a user retrieves detailed information about a specific user get an activity retrieves detailed information about a specific activity make an api call executes a custom api request to the connected service using your authorized credentials search activities finds activities that match the specified search criteria search companies finds companies that match the specified search criteria search contacts finds contacts that match specified search criteria search deals searches for deals that match the specified criteria search files searches for files that match the specified criteria you provide search notes finds notes that match the specified search criteria search pipelines finds pipelines that match the specified search criteria search products finds products that match the specified search criteria search stages finds stages that match the specified criteria search users finds users that match the specified search criteria update a company updates the details of an existing company record update a contact updates the details of an existing company record update a deal updates the details of an existing deal update a file updates the contents or properties of an existing file update a note updates the content or details of an existing note update a pipeline updates the details or configuration of an existing pipeline update a product updates the details of an existing product in your inventory update a stage updates the details or status of a specific stage in your workflow update an activity updates the details of an existing activity update an user updates the details or information of an existing user account watch created activities triggers when a new activity is created or added to your account watch created companies triggers whenever a new company record is created in your system watch created contacts triggers whenever a new contact is added to your account watch created deals triggers whenever a new deal is created in your account watch created notes triggers whenever a new note is created in your account watch deleted activities triggers when a specific activity is removed from your account watch deleted deals triggers when a deal is permanently removed from your system watch updated activities triggers when any changes are made to an existing activity watch updated deals triggers when any changes are made to an existing deal templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} teamwork crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=teamwork%20crm https //www teamwork com/crm/ https //developer teamwork com/crm/ https //www make com/en/integrations/teamwork crm