Within Teamwork CRM, there are several
integration options available with
Teamwork.com.
Auto syncing users from
Teamwork.com
If you set up Teamwork CRM through an
existing Teamwork.com account, the users and
collaborators from your Teamwork site are automatically be
synced in Teamwork CRM. By default,
the person who enabled Teamwork CRM, along with
all Teamwork.com site administrators, are
enabled as active users.
Adding users from your Teamwork.com site
The remaining synced
users are grouped into
an Other
Teamwork users section
of your Users management view
in your site settings. Here, you can enable individuals
for your Teamwork CRM site by
clicking
the Add
to Teamwork
CRM option.
Syncing companies and contacts to Teamwork.com
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.com 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
in Teamwork.com.
- 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.com.
Importing companies and contacts from
Teamwork.com
Using the Teamwork.com companies and contacts import option, you can sync external companies and contacts from your Teamwork.com site.
The companies and contacts sync will check your Teamwork.com 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
opportunity
You can create a new
project in Teamwork.com 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.com site. The contact
will also be added as a contact on
the project.
Note: Only
users with the Teamwork.com 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.com site to associate with a deal, as an alternative to creating a
new project.
Creating a task from a lead or
opportunity
You can create new Teamwork.com 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
opportunity
You
can also select an existing task from
your Teamwork.com 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
Teamwork.com
While viewing a project in Teamwork.com,
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.
