Teamwork CRM + Document360 Integration

Connect Teamwork CRM to Document360 - Automate your workflows in 1-click

Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Document360 automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Teamwork CRM & Document360 using Integrately.

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Ready Workflows For Teamwork CRM + Document360 Integration

Just click on the workflow you want to automate

Create Document360 article from new Teamwork CRM deal

Teamwork CRM + Document360 Integration

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Create Document360 article for new Teamwork CRM contact

Teamwork CRM + Document360 Integration

Activate

Create Document360 article for new Teamwork CRM company

Teamwork CRM + Document360 Integration

Activate

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Create Your Own Teamwork CRM & Document360 Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is created in Teamwork CRM
Triggers the automation whenever a new company is created
Instant
Contact is created in Teamwork CRM
Triggers the automation whenever a new contact is created
Instant
Deal is created in Teamwork CRM
Triggers the automation whenever a deal is created
Instant
Deal is updated in Teamwork CRM
Triggers the automation whenever a deal is updated
Instant
Deal is deleted in Teamwork CRM
Triggers the automation whenever a deal is deleted
Instant
Activity is created in Teamwork CRM
Triggers the automation whenever a new activity is created
Instant
Activity is updated in Teamwork CRM
Triggers the automation whenever an activity is updated
Instant
Activity is deleted in Teamwork CRM
Triggers the automation whenever any activity is deleted
Instant
Note is created in Teamwork CRM
Triggers the automation whenever a new note is created
Instant
File is created in Teamwork CRM
Triggers the automation whenever a particular action in the workflow fails
Instant

Create deal in Teamwork CRM
Automatically generates a new deal with
Search deal in Teamwork CRM
Automatically retrieves and find a deal
Create contact in Teamwork CRM
Automatically adds a new contact to the database
Search contact in Teamwork CRM
Automatically finds and retrieves contact information
Create company in Teamwork CRM
Automatically generates a new company profile with given details
Search company in Teamwork CRM
Automatically find information about a company
Create note in Teamwork CRM
Automatically creates a new note in the particular format
Create activity in Teamwork CRM
Automatically generates a new activity or task
Search activity in Teamwork CRM
Automatically retrieves search results based on particular criteria
Create pipeline in Teamwork CRM
Automatically creates a new pipeline
Create stage in Teamwork CRM
Automatically generates a new stage for the workflow
Search country in Teamwork CRM
Automatically searches for a country
Search user in Teamwork CRM
Automatically searches for a user
Create product in Teamwork CRM
Automatically generates and launch new products
Search product in Teamwork CRM
Automatically searches for a product
Create document in Document360
Automatically generates a new document
Search document in Document360
Automatically locate and retrieve document based on search criteria
Update document in Document360
Automatically updates a document

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Teamwork CRM & Document360 In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Teamwork CRM or Document360 With 1200+ Other Apps

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.

See Teamwork CRM Integrations

Document360 is a cloud-based tool that brings all your product documentation under one umbrella, allowing users to access the information they need, when they need it.

See Document360 Integrations