Integrazione Teamwork CRM + Hipcall

Teamwork CRM

Teamwork CRM è un software CRM per la gestione delle vendite facile da usare che separa i tuoi lead e i tuoi pipeline. Ti consente di suddividere i lead e le opportunità in pipeline separate, offrendoti maggiore visibilità e controllo sul tuo processo di vendita.

Quando ciò accade (trigger)

Esegui questa operazione (Azioni)

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.
Teamwork CRM
New Company
Triggers when a new company is added
Teamwork CRM
New Contact
Triggers when a new contact is created
Teamwork CRM
New Deal
Triggers when a new deal is added
Teamwork CRM
New File
Triggers when a new file is added
Teamwork CRM
New Note
Triggers when a new note is added
Teamwork CRM
New Activity
Triggers when a new activity is created
Teamwork CRM
New Pipeline
Triggers when a new pipeline is created
Teamwork CRM
New User
Triggers when a new user is created
Teamwork CRM
New Product
Triggers when a new product is created
Teamwork CRM
New Stage
Triggers when a new stage is created
Teamwork CRM
New Custom Field
Triggers when a new custom field is added
Teamwork CRM
Deal Updated
Triggers when a deal is updated
Teamwork CRM
Deal Deleted
Triggers when a deal is deleted
Teamwork CRM
Activity Updated
Triggers when a activity is updated
Teamwork CRM
Activity Deleted
Triggers when a activity is deleted
Teamwork CRM
Create Activity
Creates a new activity.
Teamwork CRM
Create Company
Creates a new company.
Teamwork CRM
Create Contact
Creates a new contact.
Teamwork CRM
Create Deal
Creates a new deal.
Teamwork CRM
Create Note in Contact
Creates a notes in a specified contact.
Teamwork CRM
Create Notes in Company
Creates notes in a specified company.
Teamwork CRM
Create Notes in Deal
Creates notes in the specified deal.
Teamwork CRM
Create Pipeline
Creates a new pipeline.
Teamwork CRM
Create Product
Creates a new product.
Teamwork CRM
Create stage
Creates a new stage.
Teamwork CRM
Search Company
Searches for an existing company by name.
Teamwork CRM
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.

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