Teamwork CRM + Perfit Integration

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1.

Company is created in Teamwork CRM Instant
Contact is created in Teamwork CRM Instant
Deal is created in Teamwork CRM Instant
Deal is updated in Teamwork CRM Instant
Deal is deleted in Teamwork CRM Instant
Activity is created in Teamwork CRM Instant
Activity is updated in Teamwork CRM Instant
Activity is deleted in Teamwork CRM Instant
Note is created in Teamwork CRM Instant
File is created in Teamwork CRM Instant

2.

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Ready Workflows for Teamwork CRM + Perfit Integration

Just click on the workflow you want to automate

Most popular automations

Create Perfit contact for new Teamwork CRM contact

If you're using Teamwork CRM to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Teamwork CRM, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

See more

Update Perfit contact from new Teamwork CRM contact

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Teamwork CRM + Perfit Integration

When Contact is created in Teamwork CRM > Check condition > Create contact in Perfit

Teamwork CRM + Perfit Integration

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Tell us what type of automation you want to make?

Top 10 Most Popular Teamwork CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Teamwork CRM contact for new Elementor Forms form submission

Create Teamwork CRM contact for new Webflow form submission

Create Teamwork CRM contact for new Simvoly form submission

Create Teamwork CRM contact for new WPForms form submission

Create Teamwork CRM contact for new Mautic form submission

Create Teamwork CRM contact for new Elementor Forms form submission

Create Teamwork CRM contact for new Webflow form submission

Create Teamwork CRM contact for new Simvoly form submission

Create Teamwork CRM contact for new WPForms form submission

Create Teamwork CRM contact for new Mautic form submission

Create Teamwork CRM contact for new HappyForms form submission

Create Teamwork CRM contact for new Marquiz lead

Create Teamwork CRM contact for new Bit Form response

Create Teamwork CRM contact for new FormKeep submission

Create Teamwork CRM contact for new ConvertCreator form submission

Create Teamwork CRM contact for new HappyForms form submission

Create Teamwork CRM contact for new Marquiz lead

Create Teamwork CRM contact for new Bit Form response

Create Teamwork CRM contact for new FormKeep submission

Create Teamwork CRM contact for new ConvertCreator form submission

Top 10 Most Popular Perfit Automations from
Integrately Community

Most popular

01

Create Perfit contact for new WordPress user

02

Create Perfit contact for new CompanyHub record

03

Create Perfit contact for new Salesforce record

04

Create Perfit contact for new Notion database item

05

Create Perfit contact for new Stackby row

cloud

app integration

06

Create Perfit contact for new Quickblog user

07

Create Perfit contact for new Assembla ticket

08

Create Perfit contact for new Billsby order

09

Create Perfit contact for new Groove user

10

Create Perfit contact from new Thinkific contact

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How Integrately Works?

1

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2

Connect Accounts

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3

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Connect Teamwork CRM + Perfit Now

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Want to automate something else in your workflow?

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

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.

See Teamwork CRM Integrations

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Perfit

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations

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