Popular Deskera + TeamWave Workflows
Create Deskera contact for new TeamWave person
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 - Deskera integration, anytime a new TeamWave person is created, an Deskera 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.
Create Deskera account for new TeamWave organization
Create TeamWave deal from new Deskera contact
This Deskera - 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.
Create TeamWave person for new Deskera contact
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 Deskera - TeamWave integration, anytime a new Deskera 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.
Create TeamWave task for new Deskera contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Deskera > Check condition > Create person in TeamWave
When Contact is created in Deskera > Check condition > Add follower in TeamWave
When CRM Contact is created in Deskera > Check condition > Create person in TeamWave
When CRM Contact is created in Deskera > Check condition > Add follower in TeamWave
When Person is created in TeamWave > Check condition > Create contact in Deskera
When Person is created in TeamWave > Check condition > Create crm contact in Deskera
When Person is created in TeamWave > Check condition > Create sales invoice in Deskera
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Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
See Deskera IntegrationsTeamWave 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.
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