Create Teamwork CRM note for new Datelist event
Datelist + Teamwork CRM Integration
Teamwork CRM + Datelist Integration
Connect Teamwork CRM to Datelist in 1 click
Free forever.Use premium features free for 14 days.1.
Company is created in Teamwork CRM Instant- Contact is created in Teamwork CRM Instant
- Deal is created in Teamwork CRM Instant
- Deal is updated in Teamwork CRM Instant
- Deal is deleted in Teamwork CRM Instant
- Activity is created in Teamwork CRM Instant
- Activity is updated in Teamwork CRM Instant
- Activity is deleted in Teamwork CRM Instant
- Note is created in Teamwork CRM Instant
- File is created in Teamwork CRM Instant
New booking is done in Datelist Instant
2.
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Create Teamwork CRM deal for new Datelist event
In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamwork CRM.
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 Datelist, 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.
See moreBut 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 Datelist, 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.
When New booking is done in Datelist > Check any condition > Create contact in Teamwork CRM
Datelist + Teamwork CRM Integration
When New booking is done in Datelist > Check any condition > Create deal in Teamwork CRM
Datelist + Teamwork CRM Integration
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Top 10 Most Popular Teamwork CRM Automations from
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Top 10 Most Popular Datelist Automations from
Integrately Community
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01
Create Google Sheets row for new Datelist event
02
Create CompanyHub record for new Datelist event
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Create Salesforce record for new Datelist event
04
Create Airtable record for new Datelist event
05
Create Zoho CRM module for new Datelist event
Most popular
01
Create Google Sheets row for new Datelist event
02
Create CompanyHub record for new Datelist event
03
Create Salesforce record for new Datelist event
04
Create Airtable record for new Datelist event
05
Create Zoho CRM module for new Datelist event
06
Create Notion database item for new Datelist event
07
Create Ninox record for new Datelist event
08
Create Grist record for new Datelist event
09
Create MySQL row for new Datelist event
10
Create SeaTable row for new Datelist event
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You Can Also Connect Teamwork CRM or Datelist With 1400+ Other Apps
Teamwork CRM
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.
Datelist
Datelist is a customer-friendly online booking system that allows your clients to schedule an appointment right from their device of choice - be it a desktop, tablet or mobile phone.
