--- title: Teamwork CRM slug: teamwork-crm description: How to integrate Teamwork CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_teamwork-crm.png createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/teamwork-crm.png" alt="Teamwork CRM logo" caption size="50" width="512" height="512"} | Teamwork CRM is a customer relationship management tool for managing sales pipelines, contacts, and deals. Integrating with Make.com enables users to automate lead capture, update deal stages, and synchronize contact information between Teamwork CRM and other business tools. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Teamwork CRM](https://www.teamwork.com/support/) directly. ::: # Requirements To use the Teamwork CRM app in Make, you must have an active account and an API Key, [create your account on Teamwork CRM](https://www.teamwork.com/crm/). For subscription, refer to the [Teamwork CRM pricing page](https://www.teamwork.com/crm/). # Connect Teamwork CRM and Make To get started, you must first create a connection between Teamwork CRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Teamwork CRM account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic in your Teamwork CRM account Before you create the connection in Make, you should first obtain your **Basic** in your Teamwork CRM account. To obtain your **Basic **: ::::WorkflowBlock :::WorkflowBlockItem Click your** profile icon** in the** main navigation menu**. ::: :::WorkflowBlockItem Click** Settings**. ::: :::WorkflowBlockItem Click** Personal** in the** left navigation menu**. ::: :::WorkflowBlockItem Scroll to** API keys**. ::: :::WorkflowBlockItem Click Generate** API key**. ::: :::WorkflowBlockItem Enter a name for the key. ::: :::WorkflowBlockItem Set a valid-until date if desired. ::: :::WorkflowBlockItem Click** Save**. ::: :::WorkflowBlockItem Copy the** API key** displayed in the** API keys** section. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://support.teamwork.com/crm/personal-settings/managing-your-api-keys) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Teamwork CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](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 scenarios. :::ExpandableHeading ### Create a Company Adds a new company record to your account. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book. ::: :::ExpandableHeading ### Create a Deal Adds a new deal record to your account. ::: :::ExpandableHeading ### Create a Note Adds a new note to your account. ::: :::ExpandableHeading ### Create a Pipeline Creates a new pipeline within your selected project. ::: :::ExpandableHeading ### Create a Product Adds a new product to your inventory or catalog. ::: :::ExpandableHeading ### Create a Stage Adds a new stage to your workflow or process. ::: :::ExpandableHeading ### Create an Activity Adds a new activity record to your account. ::: :::ExpandableHeading ### Delete a Company Permanently removes a specified company from your account. ::: :::ExpandableHeading ### Delete a Contact Removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a File Removes a specified file from your storage. ::: :::ExpandableHeading ### Delete a Note Permanently removes a selected note from your account. ::: :::ExpandableHeading ### Delete a Pipeline Permanently removes a specified pipeline from your account. ::: :::ExpandableHeading ### Delete a Product Removes a specified product from your inventory. ::: :::ExpandableHeading ### Delete a Stage Removes a specified stage from your workflow. ::: :::ExpandableHeading ### Delete a User Removes a specified user account from the system. ::: :::ExpandableHeading ### Delete an Activity Removes a specified activity from your account. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about a specific company. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Deal Retrieves detailed information about a specific deal. ::: :::ExpandableHeading ### Get a Note Retrieves the details of a specific note. ::: :::ExpandableHeading ### Get a Pipeline Retrieves detailed information about a specific pipeline. ::: :::ExpandableHeading ### Get a Product Retrieves detailed information about a specific product. ::: :::ExpandableHeading ### Get a Stage Retrieves detailed information about a specific stage. ::: :::ExpandableHeading ### Get a User Retrieves detailed information about a specific user. ::: :::ExpandableHeading ### Get an Activity Retrieves detailed information about a specific activity. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Activities Finds activities that match specified search criteria. ::: :::ExpandableHeading ### Search Companies Finds companies that match the specified search criteria. ::: :::ExpandableHeading ### Search Contacts Finds contacts that match specified search criteria. ::: :::ExpandableHeading ### Search Deals Finds deals that match the specified criteria. ::: :::ExpandableHeading ### Search Files Finds files that match specified search criteria. ::: :::ExpandableHeading ### Search Notes Finds notes that match the specified search criteria. ::: :::ExpandableHeading ### Search Pipelines Finds pipelines that match specified search criteria. ::: :::ExpandableHeading ### Search Products Finds products that match the specified search criteria. ::: :::ExpandableHeading ### Search Stages Finds stages that match specified search criteria. ::: :::ExpandableHeading ### Search Users Finds users that match the specified search criteria. ::: :::ExpandableHeading ### Update a Company Updates the details of an existing company record. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing company. ::: :::ExpandableHeading ### Update a Deal Updates the details of an existing deal. ::: :::ExpandableHeading ### Update a File Modifies the contents or properties of an existing file. ::: :::ExpandableHeading ### Update a Note Modifies the content or details of an existing note. ::: :::ExpandableHeading ### Update a Pipeline Modifies the details or settings of an existing pipeline. ::: :::ExpandableHeading ### Update a Product Updates the details of an existing product in your inventory. ::: :::ExpandableHeading ### Update a Stage Updates the details of an existing stage in your workflow. ::: :::ExpandableHeading ### Update an Activity Modifies the details of an existing activity. ::: :::ExpandableHeading ### Update an User Updates the details or information of an existing user. ::: :::ExpandableHeading ### Watch Created Activities Triggers when a new activity is created in your account. ::: :::ExpandableHeading ### Watch Created Companies Triggers when a new company record is created in your account. ::: :::ExpandableHeading ### Watch Created Contacts Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch Created Deals Triggers when a new deal is created in your account. ::: :::ExpandableHeading ### Watch Created Notes Triggers when a new note is created in your account. ::: :::ExpandableHeading ### Watch Deleted Activities Triggers when a specific activity is removed from your account. ::: :::ExpandableHeading ### Watch Deleted Deals Triggers an event whenever a deal is permanently removed from your system. ::: :::ExpandableHeading ### Watch Updated Activities Triggers when any changes are made to an existing activity. ::: :::ExpandableHeading ### Watch Updated Deals Triggers when any changes are made to an existing deal. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Teamwork CRM resources You can have access to more resources related to this app on the following links - [Teamwork CRM topics on Make community](https://community.make.com/search?q=Teamwork%20CRM) - [Teamwork CRM website](https://www.teamwork.com/crm/) - [Teamwork CRM API documentation](https://developer.teamwork.com/crm/) - [Teamwork CRM page on make](https://www.make.com/en/integrations/teamwork-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::