Teamwork CRM + Retently Integration

Connect Teamwork CRM to Retently - 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. With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Skip the manual back and forth! Easily automate the flow of data between Teamwork CRM & Retently using Integrately.
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Ready Workflows For Teamwork CRM + Retently Integration

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most-popular-automations
Retently + Teamwork CRM Integration

Create Teamwork CRM contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Teamwork CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Teamwork CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Retently + Teamwork CRM Integration

Create Teamwork CRM deal for new Retently response

Integrating your Teamwork CRM with your Retently, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Retently - Teamwork CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Create Your Own Teamwork CRM & Retently Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Teamwork CRM + Retently Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM

    Triggers the automation whenever a new company is created

    Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM

    Triggers the automation whenever a deal is created

    Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM

    Triggers the automation whenever a deal is deleted

    Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM

    Triggers the automation whenever a new activity is created

    Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM

    Triggers the automation whenever an activity is updated

    Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM

    Triggers the automation whenever any activity is deleted

    Instant
  • Teamwork CRM
    Note is created in Teamwork CRM

    Triggers the automation whenever a new note is created

    Instant
  • Teamwork CRM
    File is created in Teamwork CRM

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Retently
    Survey response is created in Retently

    Triggers the automation whenever a survey response is submitted

  • Retently
    Customer is created in Retently

    Triggers the automation whenever a new customer is created

  • Retently
    Company is created in Retently

    Triggers the automation whenever a new company is created

  • Retently
    Overall metric score is updated in Retently

    Triggers the automation whenever the overall metric score is updated

2.
  • Teamwork CRM
    Create deal in Teamwork CRM

    Automatically generates a new deal with

  • Teamwork CRM
    Search deal in Teamwork CRM

    Automatically retrieves and find a deal

  • Teamwork CRM
    Create contact in Teamwork CRM

    Automatically adds a new contact to the database

  • Teamwork CRM
    Search contact in Teamwork CRM

    Automatically finds and retrieves contact information

  • Teamwork CRM
    Create company in Teamwork CRM

    Automatically generates a new company profile with given details

  • Teamwork CRM
    Search company in Teamwork CRM

    Automatically find information about a company

  • Teamwork CRM
    Create note in Teamwork CRM

    Automatically creates a new note in the particular format

  • Teamwork CRM
    Create activity in Teamwork CRM

    Automatically generates a new activity or task

  • Teamwork CRM
    Search activity in Teamwork CRM

    Automatically retrieves search results based on particular criteria

  • Teamwork CRM
    Create pipeline in Teamwork CRM

    Automatically creates a new pipeline

  • Teamwork CRM
    Create stage in Teamwork CRM

    Automatically generates a new stage for the workflow

  • Teamwork CRM
    Search country in Teamwork CRM

    Automatically searches for a country

  • Teamwork CRM
    Search user in Teamwork CRM

    Automatically searches for a user

  • Teamwork CRM
    Create product in Teamwork CRM

    Automatically generates and launch new products

  • Teamwork CRM
    Search product in Teamwork CRM

    Automatically searches for a product

  • Retently
    Unsubscribe customer in Retently

    Automatically removes customer from mailing list

  • Retently
    Create or Update customer in Retently

    Automatically creates or updates a customer record

  • Retently
    Search customer by email in Retently

    Automatically searches for a customer by their email address

  • Retently
    Tag a survey response in Retently

    Automatically tags a survey response

  • Retently
    Search company in Retently

    Automatically find information about a company

  • Retently
    Create customer and Send survey in Retently

    Automatically creates a new customer record and sends a survey to the customer

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Integrate Teamwork CRM & Retently In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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

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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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Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations

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