EspoCRM + TeamWave Integration

Connect EspoCRM to TeamWave in 1 click

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1.
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
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2.

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Ready Workflows Ready Workflows   for EspoCRM + TeamWave Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
EspoCRM + TeamWave Integration

Create TeamWave person for new EspoCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 EspoCRM - TeamWave integration, anytime a new EspoCRM 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.
See more
EspoCRM + TeamWave Integration

Create TeamWave deal from new EspoCRM contact

Anytime a new contact is created in your EspoCRM, a new deal will automatically be created in your TeamWave. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This EspoCRM - 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.
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EspoCRM + TeamWave Integration

Create TeamWave task for new EspoCRM contact

In EspoCRM, when you create a contact, it automatically creates a task in TeamWave for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
TeamWave + EspoCRM Integration

Create EspoCRM contact for new TeamWave person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - EspoCRM integration, anytime a new TeamWave person is created, an EspoCRM 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.
See more
TeamWave + EspoCRM Integration

Create EspoCRM task for new TeamWave person

In TeamWave, when you create a person, it automatically creates a task in EspoCRM for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
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Automations

Top 10 Most Popular EspoCRM Automations from
Integrately Community

Just click on the workflow you want to automate

EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task

Top 10 Most Popular TeamWave Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
TeamWave logo
Create TeamWave person for new WordPress user
02
TeamWave logo
WordPress logo
Create WordPress user for new TeamWave person
03
TeamWave logo
Microsoft To-Do logo
Create Microsoft To-Do task for new TeamWave task
04
TeamWave logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new TeamWave task
05
TeamWave logo
Clockify logo
Create Clockify task for new TeamWave task
cloud
TeamWave
app integration
06
TeamWave logo
Mobiniti SMS logo
Send Mobiniti SMS message for new TeamWave deal
07
TeamWave logo
Telnyx logo
Send Telnyx message for new TeamWave person
08
TeamWave logo
SMS Idea logo
Send SMS Idea message for new TeamWave person
09
TeamWave logo
sms77 logo
Send sms77 message for new TeamWave person
10
TeamWave logo
Postmark logo
Send Postmark message for new TeamWave person
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You Can Also Connect EspoCRM or TeamWave With 1400+ Other Apps

EspoCRM
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
TeamWave
TeamWave
TeamWave 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.