Teamwork CRM + Yanado Integration

Connect Teamwork CRM to Yanado - 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 Yanado automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Teamwork CRM & Yanado using Integrately.
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Ready Workflows For Teamwork CRM + Yanado Integration

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Teamwork CRM + Yanado Integration

Create Yanado email task for new Teamwork CRM contact

Teamwork CRM and Yanado 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 email task in Yanado? 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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Teamwork CRM + Yanado Integration

Create Yanado email 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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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Teamwork CRM + Yanado 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
  • Yanado
    Task is created in Yanado

    Triggers the automation whenever a new task is created

  • Yanado
    Email task is created in Yanado

    Automatically searches for a task

  • Yanado
    Task is updated in Yanado

    Triggers the automation whenever any task is updated

  • Yanado
    Task status is changed in Yanado

    Triggers the automation whenever the status of a task is changed

  • Yanado
    Task reminder is created in Yanado

    Triggers the automation whenever a task reminder is set

  • Yanado
    Comment is created in Yanado

    Triggers the automation whenever a new comment is created

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

  • Yanado
    Create task from email in Yanado

    Automatically convert incoming emails into tasks for easier organization and follow-up

  • Yanado
    Update task in Yanado

    Automatically updates the task with new information or changes

  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado

    Automatically creates a new task

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You Can Also Connect Teamwork CRM or Yanado 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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Yanado is a productivity tool that turns your Gmail inbox into a task management system. Yanado makes it easy to manage all your tasks when they are mentioned in emails and to-do lists. Set reminders, track progress, attach files, and more.

See Yanado Integrations

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