Teamwork CRM + Nutshell Integration

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

Make use of Teamwork CRM and Nutshell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Teamwork CRM & Nutshell using Integrately.
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Ready Workflows For Teamwork CRM + Nutshell Integration

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Nutshell + Teamwork CRM Integration

Create Teamwork CRM contact for new Nutshell 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 Nutshell - Teamwork CRM integration, anytime a new Nutshell person 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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Nutshell + Teamwork CRM Integration

Create Teamwork CRM deal from new Nutshell person

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

This Nutshell - 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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Create Your Own Teamwork CRM & Nutshell Integration Without Any Code

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2. Select what action you want to automate
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Teamwork CRM + Nutshell Integration
1.
  • 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
  • Nutshell
    Person is created in Nutshell

    Triggers the automation whenever a new person is created

    Instant
  • Nutshell
    Activity is created in Nutshell

    Triggers the automation whenever a new activity is created

    Instant
  • Nutshell
    Lead is created in Nutshell

    Triggers the automation whenever a new lead is created

    Instant
  • Nutshell
    Lead is won in Nutshell

    Triggers the automation whenever a lead is marked as won

    Instant
  • Nutshell
    Company is created in Nutshell

    Triggers the automation whenever a new company is created

    Instant
2.
  • 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

  • Nutshell
    Create person in Nutshell

    Automatically generates a new person

  • Nutshell
    Search person in Nutshell

    Automatically retrieves information about a person

  • Nutshell
    Create lead in Nutshell

    Automatically generates new leads for potential customers

  • Nutshell
    Update lead in Nutshell

    Automatically updates the lead information

  • Nutshell
    Search lead in Nutshell

    Automatically retrieves information for a particular lead

  • Nutshell
    Create company in Nutshell

    Automatically generates a new company profile with given details

  • Nutshell
    Search account in Nutshell

    Automatically searches for account information

  • Nutshell
    Get contact by ID in Nutshell

    Automatically retrieves a contact's information based on their ID

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Integrate Teamwork CRM & Nutshell In 1 Click
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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!

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

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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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Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations

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