Teamwork CRM + Hipcall Integration
Teamwork CRM is an easy-to-use sales CRM software that separates your leads and pipelines. It lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process.
When this happens (Triggers)
Do this (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Company
Triggers when a new company is added
Triggers when a new company is added
New Contact
Triggers when a new contact is created
Triggers when a new contact is created
New Deal
Triggers when a new deal is added
Triggers when a new deal is added
New File
Triggers when a new file is added
Triggers when a new file is added
New Note
Triggers when a new note is added
Triggers when a new note is added
New Activity
Triggers when a new activity is created
Triggers when a new activity is created
New Pipeline
Triggers when a new pipeline is created
Triggers when a new pipeline is created
New User
Triggers when a new user is created
Triggers when a new user is created
New Product
Triggers when a new product is created
Triggers when a new product is created
New Stage
Triggers when a new stage is created
Triggers when a new stage is created
New Custom Field
Triggers when a new custom field is added
Triggers when a new custom field is added
Deal Updated
Triggers when a deal is updated
Triggers when a deal is updated
Deal Deleted
Triggers when a deal is deleted
Triggers when a deal is deleted
Activity Updated
Triggers when a activity is updated
Triggers when a activity is updated
Activity Deleted
Triggers when a activity is deleted
Triggers when a activity is deleted
Create Activity
Creates a new activity.
Creates a new activity.
Create Company
Creates a new company.
Creates a new company.
Create Contact
Creates a new contact.
Creates a new contact.
Create Deal
Creates a new deal.
Creates a new deal.
Create Note in Contact
Creates a notes in a specified contact.
Creates a notes in a specified contact.
Create Notes in Company
Creates notes in a specified company.
Creates notes in a specified company.
Create Notes in Deal
Creates notes in the specified deal.
Creates notes in the specified deal.
Create Pipeline
Creates a new pipeline.
Creates a new pipeline.
Create Product
Creates a new product.
Creates a new product.
Create stage
Creates a new stage.
Creates a new stage.
Search Company
Searches for an existing company by name.
Searches for an existing company by name.
Clone of Create Contact
Creates a new contact.
Creates a new contact.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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