RD Station + Teamwork CRM Integration

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Popular RD Station + Teamwork CRM Workflows

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RD Station + Teamwork CRM Integration

Create Teamwork CRM deal for new RD Station conversion event

This automation makes it easy to create new deals in Teamwork CRM when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, a new deal will automatically be created in Teamwork CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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RD Station + Teamwork CRM Integration

Create Teamwork CRM contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Teamwork CRM contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Teamwork CRM + RD Station Integration

Create RD Station conversion event for new Teamwork CRM contact

If you're using Teamwork CRM to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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RD Station + Teamwork CRM Integration
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • 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
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
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