Teamwork CRM + ActiveTrail Integration

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Popular Teamwork CRM + ActiveTrail Workflows

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ActiveTrail + Teamwork CRM Integration

Create Teamwork CRM deal for new ActiveTrail contact

This automation makes it easy to create new deals in Teamwork CRM when a new contact is created in ActiveTrail. Just connect your accounts, and every time a new contact is created in ActiveTrail, a new deal will automatically be created in Teamwork CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ActiveTrail + Teamwork CRM Integration

Create Teamwork CRM contact for new ActiveTrail contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Teamwork CRM contact and ActiveTrail contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Teamwork CRM + ActiveTrail Integration

Create ActiveTrail contact for new Teamwork CRM contact

If you're using Teamwork CRM to manage your sales leads, it's important to also use ActiveTrail to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Teamwork CRM, a corresponding contact will automatically be created in ActiveTrail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Teamwork CRM + ActiveTrail Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • ActiveTrail
    Contact is added to group in ActiveTrail Instant
  • ActiveTrail
    Contact is added via landing page in ActiveTrail Instant
  • ActiveTrail
    Contact is added via signup form in ActiveTrail Instant
  • ActiveTrail
    Contact is unsubscribed in ActiveTrail Instant
  • ActiveTrail
    Contact is removed from group in ActiveTrail Instant
  • ActiveTrail
    Contact is updated in ActiveTrail Instant
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • ActiveTrail
    Add contact to a group in ActiveTrail
  • ActiveTrail
    Add a contact in ActiveTrail
  • ActiveTrail
    Remove a contact from group in ActiveTrail
  • ActiveTrail
    Search contact in ActiveTrail
  • ActiveTrail
    Search group in ActiveTrail
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