Teamwork CRM + Erxes Integration

Connect Teamwork CRM to Erxes - 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. Set up Erxes automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Teamwork CRM & Erxes using Integrately.

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Ready Workflows For Teamwork CRM + Erxes Integration

Just click on the workflow you want to automate

Create Teamwork CRM deal for new Erxes contact

This automation makes it easy to create new deals in Teamwork CRM when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new deal will automatically be created in Teamwork CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

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Create Teamwork CRM contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Teamwork CRM contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create Teamwork CRM company for new Erxes contact

Erxes + Teamwork CRM Integration

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Create Your Own Teamwork CRM & Erxes 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
Customer is created in Erxes
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Erxes
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Erxes
Triggers the automation whenever a customer is removed from the database
Instant
Form submission is received in Erxes
Triggers the automation whenever a form is filled
Instant
Company is created in Erxes
Triggers the automation whenever a new company is created
Instant
Company is updated in Erxes
Triggers the automation whenever a company is updated
Instant
Company is deleted in Erxes
Triggers the automation whenever a company is deleted
Instant
Admin sends engagement message in Erxes
Triggers the automation whenever an admin sends an engagement message to a contact
Instant
Customer sends a message in Erxes
Triggers the automation whenever a customer sends a message
Instant
Admin sent message in Erxes
Triggers the automation whenever the admin sends a message to someone
Instant
Knowledge base is created in Erxes
Triggers the automation whenever new knowledge base is created
Instant
Knowledge base is updated in Erxes
Triggers the automation whenever a knowledge base is modified
Instant
Knowledge base is deleted in Erxes
Triggers the automation whenever a knowledge base is deleted
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

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Teamwork CRM or Erxes 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

Erxes is a friendly, efficient and customer-centric chatbot that gets to know your customers better with every conversation. Our AI learns from the data you input to provide a personalized experience for all your users.

See Erxes Integrations