Teamwork CRM + Groove Integration

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Teamwork CRM + Groove Integration

Create Groove ticket for new Teamwork CRM deal

Teamwork CRM is a great tool for managing customer relationships. However, when an deal is created in Teamwork CRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Groove whenever an deal is created in Teamwork CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Teamwork CRM + Groove Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • Groove
    Agent is created in Groove
  • Groove
    Agent has replied in Groove Instant
  • Groove
    Agent is invited in Groove Instant
  • Groove
    Agent is archived in Groove Instant
  • Groove
    Ticket is closed in Groove Instant
  • Groove
    Ticket is started in Groove Instant
  • Groove
    Ticket is opened in Groove Instant
  • Groove
    Ticket is assigned in Groove Instant
  • Groove
    Ticket is moved in Groove Instant
  • Groove
    Ticket priority is changed in Groove Instant
  • Groove
    Ticket is tagged in Groove Instant
  • Groove
    Ticket is deleted in Groove Instant
  • Groove
    Ticket is state changed in Groove Instant
  • Groove
    Customer is added in Groove Instant
  • Groove
    Customer is replied in Groove Instant
  • Groove
    Note is added in Groove Instant
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • Groove
    Create ticket in Groove
  • Groove
    Search ticket assignee in Groove
  • Groove
    Search state of ticket in Groove
  • Groove
    Update ticket state in Groove
  • Groove
    Update ticket assignee in Groove
  • Groove
    Update ticket assigned group in Groove
  • Groove
    Add tag to a ticket in Groove
  • Groove
    Replace all tags to a ticket in Groove
  • Groove
    Search customer by email in Groove
  • Groove
    Create group in Groove
  • Groove
    Search agent by email in Groove
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