Teamwork CRM
 | 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. |
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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 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. For subscription, refer to the Teamwork CRM pricing page.
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.
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 Make, 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 keys.
Click Generate API key.
Enter a name for the key.
Set a valid-until date if desired.
Click Save.
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.
Create the connection in Make
Log in in your Make account, add the Teamwork CRM module to your scenario, 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 Connect an applicationConnect an application. page.
Teamwork CRM modules
After connecting to the Teamwork CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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