Overloop + Trackabi Integration

Connect Overloop to Trackabi in 1 click

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1.
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
  • Trackabi
    Member is created in Trackabi
  • Trackabi
    Leave is created in Trackabi
  • Trackabi
    Time sheet entrey is created in Trackabi
  • Trackabi
    Project task is created in Trackabi
  • Trackabi
    Member is assigned to project in Trackabi
  • Trackabi
    Project is created in Trackabi
  • Trackabi
    Client is created in Trackabi
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2.

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Trackabi + Overloop Integration

Create Overloop company from new Trackabi project

If you're using the time tracking app Trackabi to manage your project, you'll want to create a company in Overloop to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Overloop whenever you create a project in Trackabi.
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Overloop + Trackabi Integration

Create Trackabi project from new Overloop company

If you're using Trackabi to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Overloop, use this automation to create a project in Trackabi. This will help keep your time tracking organized and easy to access.
Overloop + Trackabi Integration

Create Trackabi task for new Overloop deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Trackabi each time a deal is created in Overloop. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Automations

Top 10 Most Popular Overloop Automations from
Integrately Community

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TidyCal logo
Overloop logo
Create Overloop deal for new TidyCal event
Activate
CompanyHub logo
Overloop logo
Create Overloop contact for new CompanyHub record
Salesforce logo
Overloop logo
Create Overloop contact for new Salesforce record
Notion logo
Overloop logo
Create Overloop contact for new Notion database item
Stackby logo
Overloop logo
Create Overloop contact for new Stackby row
TidyCal logo
Overloop logo
Create Overloop deal for new TidyCal event
Activate
CompanyHub logo
Overloop logo
Create Overloop contact for new CompanyHub record
Salesforce logo
Overloop logo
Create Overloop contact for new Salesforce record
Notion logo
Overloop logo
Create Overloop contact for new Notion database item
Stackby logo
Overloop logo
Create Overloop contact for new Stackby row
Overloop logo
Google Chat logo
Send Google Chat message for new Overloop contact
Shift4Shop (3dcart) logo
Overloop logo
Create Overloop contact from new Shift4Shop (3dcart) customer
Adobe Commerce (Magento) logo
Overloop logo
Create Overloop contact from new Adobe Commerce (Magento) customer
Shoplazza logo
Overloop logo
Create Overloop contact from new Shoplazza customer
Overloop logo
Zoho Sheet logo
Create Zoho Sheet row for new Overloop contact
Overloop logo
Google Chat logo
Send Google Chat message for new Overloop contact
Shift4Shop (3dcart) logo
Overloop logo
Create Overloop contact from new Shift4Shop (3dcart) customer
Adobe Commerce (Magento) logo
Overloop logo
Create Overloop contact from new Adobe Commerce (Magento) customer
Shoplazza logo
Overloop logo
Create Overloop contact from new Shoplazza customer
Overloop logo
Zoho Sheet logo
Create Zoho Sheet row for new Overloop contact
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Overloop
Overloop
Overloop is a CRM designed for outbound sales teams that helps with lead generation, pipeline management, cold email campaigns, LinkedIn extension, email finder and syncing, deal probability and forecasting, sales automation, statistics and reporting.
Trackabi
Trackabi
Trackabi is a time tracking, employee monitoring & leave management tool with web, desktop & mobile apps. It offers automated timers, screenshots, GPS tracking, invoicing, project planning, and gamified productivity.