Microsoft Office 365 + Teamwork CRM Integration

Connect Microsoft Office 365 to Teamwork CRM - Automate your workflows in 1-click

Microsoft Office 365 automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Microsoft Office 365 + Teamwork CRM integration.
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Microsoft Office 365 + Teamwork CRM Integration

Create Teamwork CRM deal for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Teamwork CRM directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Microsoft Office 365 + Teamwork CRM Integration

Create Teamwork CRM deal from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, a new deal will automatically be created in your Teamwork CRM. 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 Microsoft Office 365 - Teamwork CRM 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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Teamwork CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Teamwork CRM contact

Anytime a new contact is added to your Teamwork CRM, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Teamwork CRM - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Teamwork CRM + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Teamwork CRM 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 Teamwork CRM - Microsoft Office 365 integration, anytime a new Teamwork CRM contact is created, an Microsoft Office 365 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.
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Teamwork CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Teamwork CRM deal

Whenever a new deal is created in your Teamwork CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Teamwork CRM - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Microsoft Office 365 + Teamwork CRM Integration

Create Teamwork CRM contact for new Microsoft Office 365 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 Microsoft Office 365 - Teamwork CRM integration, anytime a new Microsoft Office 365 contact is created, an Teamwork CRM 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.
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Microsoft Office 365 + Teamwork CRM Integration
1.
  • Microsoft Office 365
    Email is created in Microsoft Office 365

    Triggers the automation whenever a new email is created

  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365

    Triggers the automation whenever a calendar event is updated

  • Microsoft Office 365
    Contact is created in Microsoft Office 365

    Triggers the automation whenever a new contact is created

  • Microsoft Office 365
    Contact is updated in Microsoft Office 365

    Triggers the automation whenever a contact is updated

  • Teamwork CRM
    Company is created in Teamwork CRM

    Triggers the automation whenever a new company is created

    Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM

    Triggers the automation whenever a deal is created

    Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM

    Triggers the automation whenever a deal is deleted

    Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM

    Triggers the automation whenever a new activity is created

    Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM

    Triggers the automation whenever an activity is updated

    Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM

    Triggers the automation whenever any activity is deleted

    Instant
  • Teamwork CRM
    Note is created in Teamwork CRM

    Triggers the automation whenever a new note is created

    Instant
  • Teamwork CRM
    File is created in Teamwork CRM

    Triggers the automation whenever a particular action in the workflow fails

    Instant
2.
  • Microsoft Office 365
    Send email in Microsoft Office 365

    Automatically sends an email to a recipient

  • Microsoft Office 365
    Create draft email in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create event in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create contact in Microsoft Office 365

    Automatically adds a new contact to the database

  • Microsoft Office 365
    Update contact in Microsoft Office 365

    Automatically updates contact information with new details

  • Microsoft Office 365
    Search contact in Microsoft Office 365

    Automatically finds and retrieves contact information

  • Teamwork CRM
    Create deal in Teamwork CRM

    Automatically generates a new deal with

  • Teamwork CRM
    Search deal in Teamwork CRM

    Automatically retrieves and find a deal

  • Teamwork CRM
    Create contact in Teamwork CRM

    Automatically adds a new contact to the database

  • Teamwork CRM
    Search contact in Teamwork CRM

    Automatically finds and retrieves contact information

  • Teamwork CRM
    Create company in Teamwork CRM

    Automatically generates a new company profile with given details

  • Teamwork CRM
    Search company in Teamwork CRM

    Automatically find information about a company

  • Teamwork CRM
    Create note in Teamwork CRM

    Automatically creates a new note in the particular format

  • Teamwork CRM
    Create activity in Teamwork CRM

    Automatically generates a new activity or task

  • Teamwork CRM
    Search activity in Teamwork CRM

    Automatically retrieves search results based on particular criteria

  • Teamwork CRM
    Create pipeline in Teamwork CRM

    Automatically creates a new pipeline

  • Teamwork CRM
    Create stage in Teamwork CRM

    Automatically generates a new stage for the workflow

  • Teamwork CRM
    Search country in Teamwork CRM

    Automatically searches for a country

  • Teamwork CRM
    Search user in Teamwork CRM

    Automatically searches for a user

  • Teamwork CRM
    Create product in Teamwork CRM

    Automatically generates and launch new products

  • Teamwork CRM
    Search product in Teamwork CRM

    Automatically searches for a product

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You Can Also Connect Microsoft Office 365 or Teamwork CRM With 1200+ Other Apps

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Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!

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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

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