PerfexCRM + Teamwork CRM Integration

Connect PerfexCRM to Teamwork CRM in 1 click

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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
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Ready Workflows Ready Workflows   for PerfexCRM + Teamwork CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Teamwork CRM + PerfexCRM Integration

Create PerfexCRM 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 - PerfexCRM integration, anytime a new Teamwork CRM contact is created, an PerfexCRM 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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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular Teamwork CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Teamwork CRM logo
Create Teamwork CRM contact for new Elementor Forms form submission
02
Webflow (Legacy) logo
Teamwork CRM logo
Create Teamwork CRM contact for new Webflow form submission
03
Simvoly logo
Teamwork CRM logo
Create Teamwork CRM contact for new Simvoly form submission
04
WPForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new WPForms form submission
05
Mautic logo
Teamwork CRM logo
Create Teamwork CRM contact for new Mautic form submission
cloud
Teamwork CRM
app integration
06
HappyForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new HappyForms form submission
07
Marquiz logo
Teamwork CRM logo
Create Teamwork CRM contact for new Marquiz lead
08
Bit Form logo
Teamwork CRM logo
Create Teamwork CRM contact for new Bit Form response
09
FormKeep logo
Teamwork CRM logo
Create Teamwork CRM contact for new FormKeep submission
10
ConvertCreator logo
Teamwork CRM logo
Create Teamwork CRM contact for new ConvertCreator form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Teamwork CRM With 1400+ Other Apps

PerfexCRM
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
Teamwork CRM
Teamwork CRM
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.