Teamwork CRM + Redbooth Integration

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

Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Redbooth automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Teamwork CRM & Redbooth using Integrately.

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Ready Workflows For Teamwork CRM + Redbooth Integration

Just click on the workflow you want to automate

Create Redbooth task for new Teamwork CRM contact

Teamwork CRM and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Teamwork CRM, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Redbooth task for new Teamwork CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Teamwork CRM? Well now there is!

With our integration between Teamwork CRM and Redbooth, creating task in Redbooth is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.

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When Contact is created in Teamwork CRM > Check any condition > Create task in Redbooth

Teamwork CRM + Redbooth Integration

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Create Your Own Teamwork CRM & Redbooth Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is created in Teamwork CRM
Triggers the automation whenever a new company is created
Instant
Contact is created in Teamwork CRM
Triggers the automation whenever a new contact is created
Instant
Deal is created in Teamwork CRM
Triggers the automation whenever a deal is created
Instant
Deal is updated in Teamwork CRM
Triggers the automation whenever a deal is updated
Instant
Deal is deleted in Teamwork CRM
Triggers the automation whenever a deal is deleted
Instant
Activity is created in Teamwork CRM
Triggers the automation whenever a new activity is created
Instant
Activity is updated in Teamwork CRM
Triggers the automation whenever an activity is updated
Instant
Activity is deleted in Teamwork CRM
Triggers the automation whenever any activity is deleted
Instant
Note is created in Teamwork CRM
Triggers the automation whenever a new note is created
Instant
File is created in Teamwork CRM
Triggers the automation whenever a particular action in the workflow fails
Instant
Task is created in Redbooth
Triggers the automation whenever a new task is created
Project is created in Redbooth
Triggers the automation whenever a new project is created
Notification is created in Redbooth
Triggers the automation whenever a notification is created
List is created in Redbooth
Triggers the automation whenever a new list is created

Create deal in Teamwork CRM
Automatically generates a new deal with
Search deal in Teamwork CRM
Automatically retrieves and find a deal
Create contact in Teamwork CRM
Automatically adds a new contact to the database
Search contact in Teamwork CRM
Automatically finds and retrieves contact information
Create company in Teamwork CRM
Automatically generates a new company profile with given details
Search company in Teamwork CRM
Automatically find information about a company
Create note in Teamwork CRM
Automatically creates a new note in the particular format
Create activity in Teamwork CRM
Automatically generates a new activity or task
Search activity in Teamwork CRM
Automatically retrieves search results based on particular criteria
Create pipeline in Teamwork CRM
Automatically creates a new pipeline
Create stage in Teamwork CRM
Automatically generates a new stage for the workflow
Search country in Teamwork CRM
Automatically searches for a country
Search user in Teamwork CRM
Automatically searches for a user
Create product in Teamwork CRM
Automatically generates and launch new products
Search product in Teamwork CRM
Automatically searches for a product
Create task list in Redbooth
Automatically creates a new task list
Create project in Redbooth
Automatically creates a new project
Create Subtask in Redbooth
Automatically creates a subtask within a parent task
Create task in Redbooth
Automatically creates a new task
Search task in Redbooth
Automatically searches for a task
Create comment in Redbooth
Automatically generates a new comment

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Teamwork CRM & Redbooth In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

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

Redbooth is a team collaboration platform that allows teams to manage projects in one place. It includes integrated project management, task management, file sharing and time tracking tools.

See Redbooth Integrations