Teamwork CRM + SavvyCal Integration

Connect Teamwork CRM to SavvyCal - 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. Leverage SavvyCal automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. And automate all the repetitive tasks between Teamwork CRM & SavvyCal using Integrately.
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SavvyCal + Teamwork CRM Integration

Create Teamwork CRM deal for new SavvyCal event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamwork CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in SavvyCal, it will trigger a corresponding deal creation in Teamwork CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Teamwork CRM + SavvyCal Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM

    Triggers the automation when a new company is created

    Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM

    Triggers the automation when a new contact is created

    Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM

    Triggers the automation when a deal is created

    Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM

    Triggers the automation when a deal is updated

    Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM

    Triggers the automation when a deal is deleted

    Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM

    Triggers the automation when a new activity is created

    Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM

    Triggers the automation when an activity is updated

    Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM

    Triggers the automation when any activity is deleted

    Instant
  • Teamwork CRM
    Note is created in Teamwork CRM

    Triggers the automation when a new note is created

    Instant
  • Teamwork CRM
    File is created in Teamwork CRM

    Triggers the automation when a particular action in the workflow fails

    Instant
  • SavvyCal
    Event is created in SavvyCal

    Triggers the automation when a new event is created

    Instant
  • SavvyCal
    Event is cancelled in SavvyCal

    Triggers the automation when any event is cancelled

    Instant
  • SavvyCal
    Event is rescheduled in SavvyCal

    Triggers the automation when any event is rescheduled

    Instant
2.
  • Teamwork CRM
    Create deal in Teamwork CRM

    Generates a new deal with

  • Teamwork CRM
    Search deal in Teamwork CRM

    Retrieves and find a deal

  • Teamwork CRM
    Create contact in Teamwork CRM

    Adds a new contact to the database

  • Teamwork CRM
    Search contact in Teamwork CRM

    Finds and retrieves contact information

  • Teamwork CRM
    Create company in Teamwork CRM

    Generates a new company profile with given details

  • Teamwork CRM
    Search company in Teamwork CRM

    Finds information about a company

  • Teamwork CRM
    Create note in Teamwork CRM

    Creates a new note in the particular format

  • Teamwork CRM
    Create activity in Teamwork CRM

    Generates a new activity or task

  • Teamwork CRM
    Search activity in Teamwork CRM

    Retrieves search results based on particular criteria

  • Teamwork CRM
    Create pipeline in Teamwork CRM

    Creates a new pipeline

  • Teamwork CRM
    Create stage in Teamwork CRM

    Generates a new stage for the workflow

  • Teamwork CRM
    Search country in Teamwork CRM

    Searches for a country

  • Teamwork CRM
    Search user in Teamwork CRM

    Searches for a user

  • Teamwork CRM
    Create product in Teamwork CRM

    Generates and launch new products

  • Teamwork CRM
    Search product in Teamwork CRM

    Searches for a product

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Integrate Teamwork CRM & SavvyCal In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Teamwork CRM or SavvyCal 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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SavvyCal is a scheduling software that facilitates the process of finding the best time to meet, while also keeping track of past meetings. The recurring feature allows you to set up reminders and notifications so you will never forget another meeting.

See SavvyCal Integrations

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