Concord + Trackabi 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
  • Trackabi
    Member is created in Trackabi
  • Trackabi
    Leave is created in Trackabi
  • Trackabi
    Time sheet entrey is created in Trackabi
  • Trackabi
    Project task is created in Trackabi
  • Trackabi
    Member is assigned to project in Trackabi
  • Trackabi
    Project is created in Trackabi
  • Trackabi
    Client is created in Trackabi
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2.

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Most popular automationsmost-popular-automations
Trackabi + Concord Integration

Create Concord company from new Trackabi project

If you're using the time tracking app Trackabi to manage your project, you'll want to create a company in Concord to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Concord whenever you create a project in Trackabi.
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Concord + Trackabi Integration

Create Trackabi project from new Concord company

If you're using Trackabi to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Concord, use this automation to create a project in Trackabi. This will help keep your time tracking organized and easy to access.
Concord + Trackabi Integration

Create Trackabi task for new Concord deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Trackabi each time a deal is created in Concord. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Automations

Top 10 Most Popular Concord Automations from
Integrately Community

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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
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You Can Also Connect Concord or Trackabi 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.
Trackabi
Trackabi
Trackabi is a time tracking, employee monitoring & leave management tool with web, desktop & mobile apps. It offers automated timers, screenshots, GPS tracking, invoicing, project planning, and gamified productivity.