Concord + TeamWave Integration

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1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
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2.

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Ready Workflows Ready Workflows   for Concord + TeamWave Integration

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Most popular automationsmost-popular-automations
Concord + TeamWave Integration

Create TeamWave person for new Concord contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Concord - TeamWave integration, anytime a new Concord contact is created, an TeamWave person 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.
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Concord + TeamWave Integration

Create TeamWave deal from new Concord contact

Anytime a new contact is created in your Concord, a new deal will automatically be created in your TeamWave. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Concord - TeamWave integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Concord + TeamWave Integration

Create TeamWave task for new Concord contact

In Concord, when you create a contact, it automatically creates a task in TeamWave for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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TeamWave + Concord Integration

Create Concord contact for new TeamWave person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Concord integration, anytime a new TeamWave person is created, an Concord 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.
See more
TeamWave + Concord Integration

Create Concord deal from new TeamWave person

Anytime a new person is created in your TeamWave, a new deal will automatically be created in your Concord. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This TeamWave - Concord integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Automations

Top 10 Most Popular Concord Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
Activate
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
Airtable logo
Concord logo
Create Concord contact for new Airtable record
Notion logo
Concord logo
Create Concord contact for new Notion database item
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
Activate
Wassenger logo
Concord logo
Create Concord note for new Wassenger message

Top 10 Most Popular TeamWave Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
TeamWave logo
Create TeamWave person for new WordPress user
02
TeamWave logo
WordPress logo
Create WordPress user for new TeamWave person
03
TeamWave logo
Microsoft To-Do logo
Create Microsoft To-Do task for new TeamWave task
04
TeamWave logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new TeamWave task
05
TeamWave logo
Clockify logo
Create Clockify task for new TeamWave task
cloud
TeamWave
app integration
06
TeamWave logo
Mobiniti SMS logo
Send Mobiniti SMS message for new TeamWave deal
07
TeamWave logo
Telnyx logo
Send Telnyx message for new TeamWave person
08
TeamWave logo
SMS Idea logo
Send SMS Idea message for new TeamWave person
09
TeamWave logo
sms77 logo
Send sms77 message for new TeamWave person
10
TeamWave logo
Postmark logo
Send Postmark message for new TeamWave person
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You Can Also Connect Concord or TeamWave With 1400+ Other Apps

Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
TeamWave
TeamWave
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.