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.
Update task Updates an existing task.
Create contact Creates a new contact.
Update contact Updates an existing contact.
Create company Creates a new company.
Update company Updates an existing company.
Create deal Creates a new deal.
Update deal Updates an existing deal.
Call init When a call start.
Call hangup When the call hangup.
Create callback When the caller create a new callback request.
New Company Triggers when a new company is added
New Contact Triggers when a new contact is created
New Deal Triggers when a new deal is added
New File Triggers when a new file is added
New Note Triggers when a new note is added
New Activity Triggers when a new activity is created
New Pipeline Triggers when a new pipeline is created
New User Triggers when a new user is created
New Product Triggers when a new product is created
New Stage Triggers when a new stage is created
New Custom Field Triggers when a new custom field is added
Deal Updated Triggers when a deal is updated
Deal Deleted Triggers when a deal is deleted
Activity Updated Triggers when a activity is updated
Activity Deleted Triggers when a activity is deleted
Create Activity Creates a new activity.
Create Company Creates a new company.
Create Contact Creates a new contact.
Create Deal Creates a new deal.
Create Note in Contact Creates a notes in a specified contact.
Create Notes in Company Creates notes in a specified company.
Create Notes in Deal Creates notes in the specified deal.
Create Pipeline Creates a new pipeline.
Create Product Creates a new product.
Create stage Creates a new stage.
Search Company Searches for an existing company by name.
Clone of Create Contact Creates a new contact.
Create task (Coming soon) Creates a new task.
Create contact (Coming soon) Creates a new contact.
Create company (Coming soon) Creates a new company.