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Popular Teamwork CRM + Cobot Workflows
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Create Teamwork CRM deal for new Cobot event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cobot, it will trigger a corresponding deal creation in Teamwork CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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When Booking is made in Cobot > Check any condition > Create contact in Teamwork CRM
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When Booking is made in Cobot > Check any condition > Create deal in Teamwork CRM
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Create Your Own Teamwork CRM & Cobot Integration Without Any Code
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Integrate Teamwork CRM & Cobot In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Teamwork CRM or Cobot With 1200+ Other Apps
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Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.
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Coworking is a new way of working. Cobot helps you manage your coworking space more efficiently, offering an affordable solution for managing bookings, billing, member management and communication.
See Cobot Integrations❤Trusted by 42,000+ Customers
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