Popular TeamWave + Aero Workflow Workflows
Create Aero Workflow contact for new TeamWave person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this TeamWave - Aero Workflow integration, anytime a new TeamWave person is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new TeamWave organization
Create Aero Workflow task for new TeamWave person
When you create a person in TeamWave, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new TeamWave task
All you need to do is - integrate Aero Workflow with TeamWave to create task in Aero Workflow automatically when certain task occur in TeamWave. This can save you time by not having to manually create tasks in both systems.
Create Aero Workflow task for new TeamWave deal
With our integration between TeamWave and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in TeamWave, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new TeamWave person
Create Aero Workflow task for updated TeamWave person
Create Aero Workflow event for new TeamWave organization
When Person is created in TeamWave > Check any condition > Create task in Aero Workflow
When Person is created in TeamWave > Check condition > Create contact in Aero Workflow
When Deal is created in TeamWave > Create appointment in Aero Workflow
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TeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
See TeamWave IntegrationsAero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
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