Within Teamwork CRM, there are several integration options available with Teamwork.
Auto syncing users from
If you set up Teamwork CRM through an existing Teamwork account, the users and collaborators from your Teamwork site will automatically be synced in Teamwork CRM. By default, the person enabling Teamwork CRM along with all Teamwork site administrators will be enabled as active users.
Adding users from your Teamwork
The remaining synced users will be grouped into an Other Teamwork users section of your Users management view in your site settings where you can enabled selected users for your Teamwork CRM site by clicking the Add to Teamwork CRM option.
Syncing companies and contacts to Teamwork
When creating a project from a deal or linking an existing project, the company and contact associated with the deal will also automatically be added to your Teamwork site. You can view them in the Companies and People subsections of the People area.
- The CRM contact will be
added as a contact of
their associated company
- The CRM contact will also
be added as a contact on
the project itself.
- If the contact associated
with the deal is from a
different company than the
one linked to the deal,
both companies will be
added to Teamwork.
Importing companies and contacts from
Using the Teamwork companies and contacts import option, you can sync external companies and contacts from your Teamwork site.
The companies and contacts sync will check your Teamwork site for any existing external companies and associated contacts that are not currently in your Teamwork CRM site and import them.
Note: This sync will not import the owner company or any users (standard, client, collaborator).
Creating a project from a lead or
You can create a new project in Teamwork directly from a lead or opportunity.
- Once the project is created, the
company and contact associated
with the deal will be created in
your Teamwork site. The contact
will also be added as a contact on
Note: Only users with the Teamwork permission to create projects will be able to use this feature.
Linking an existing project to a
lead or opportunity
You can also select an existing project from your Teamwork site to associate with a deal, as an alternative to creating a new project.
Creating a task from a lead or
You can create new Teamwork tasks directly from individual leads and opportunities. The Add task modal will allow you to select a project and corresponding task list. Once a task list is selected, select the New task tab.
Linking an existing task to a lead or
You can also select an existing task from your Teamwork site to associate with the deal as an alternative to creating a new one. Once a task list is selected, select the Existing tasks tab to browse and select a task.
Viewing a linked deal within
While viewing a project in Teamwork, you can see the connected project in the Dashboard subsection.
In the details pane on the left, you will see a note that the project was created from Teamwork CRM. Click the link to be taken directly to the associated deal.
For more information, see: Creating a Project from a Lead or Opportunity