Create Teamwork CRM note for new Trafft event
Trafft + Teamwork CRM Integration
Teamwork CRM + Trafft Integration
Connect Teamwork CRM to Trafft in 1 click
Free forever.Use premium features free for 14 days.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
Appointment is created in Trafft Instant- Appointment status is changed in Trafft Instant
- Appointment canceled in Trafft Instant
- Appointment rescheduled in Trafft Instant
- Customer is created in Trafft Instant
2.
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Ready Workflows for Teamwork CRM + Trafft Integration
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Most popular automations
Create Teamwork CRM deal for new Trafft 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 Trafft, 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.
See moreBut 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 Trafft, 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.
When Appointment is created in Trafft > Check any condition > Create contact in Teamwork CRM
Trafft + Teamwork CRM Integration
When Appointment is created in Trafft > Check any condition > Create deal in Teamwork CRM
Trafft + Teamwork CRM Integration
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Top 10 Most Popular Teamwork CRM Automations from
Integrately Community
Just click on the workflow you want to automate
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Top 10 Most Popular Trafft Automations from
Integrately Community
Most popular
01
Create Fluent CRM note for new Trafft event
02
Create Google Sheets row for new Trafft event
03
Create CompanyHub record for new Trafft event
04
Create LiveWebinar registrant for new Trafft event
05
Create Salesforce record for new Trafft event
Most popular
01
Create Fluent CRM note for new Trafft event
02
Create Google Sheets row for new Trafft event
03
Create CompanyHub record for new Trafft event
04
Create LiveWebinar registrant for new Trafft event
05
Create Salesforce record for new Trafft event
06
Create SmartSuite row for new Trafft event
07
Create SQL Server row for new Trafft event
08
Create Fusioo record for new Trafft event
09
Create DaySchedule event for new Trafft event
10
Create sevDesk invoice for new Trafft event
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You Can Also Connect Teamwork CRM or Trafft 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.
Trafft
Trafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.
