Popular Cogsworth + Teamwork CRM Workflows
Create Teamwork CRM deal for new Cogsworth appointment
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 appointment is created in Cogsworth, 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.
Create activity in Teamwork CRM for Appointment is cancelled in Cogsworth
Create note in Teamwork CRM for Appointment is cancelled in Cogsworth
When Appointment is booked in Cogsworth > Check any condition > Create contact in Teamwork CRM
When Appointment is booked in Cogsworth > Check any condition > Create deal in Teamwork CRM
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Cogsworth is a bot which works with your calendar and automatically fills in your availability, if you have it blocked or free. It also gives you a quick overview of how busy you are going to be.
See Cogsworth IntegrationsTeamwork 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.
See Teamwork CRM Integrations❤Trusted by 10,000+ Customers
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