Within Zapier, you can connect to your Teamwork CRM account to a variety of third-party integrations.
You will first need to link your Teamwork account in Zapier. Hover over the navigation bar on the left of your Zapier account and select the My Apps tab.
In the My Apps section, use the search field to find Teamwork CRM.
Once you select Teamwork CRM from the dropdown, a new window will open with the Teamwork login page where you can input your login credentials for the account you want to connect.
If the email address is associated with multiple sites, you will need to choose the relevant site. You will then be asked to grant access permissions to your site for the integration.
Once you click Allow, the window will close and you will then see the account added to your My Connections list. You can test, reconnect, and disconnect the account here.
Once the connection has been set up, you can start creating zaps by hovering over the left navigation menu and selecting Make a Zap.
Zapier integration options
For Teamwork CRM, there is a wide range of integration options to choose from when creating automated processes.
Some options include:
- Create items in Teamwork CRM each time a response is received in Google Forms.
- Create a new event in your Teamwork calendar each time an activity is added in Teamwork CRM. This could also be done for your Google or Outlook calendars.
- Create a new contact and lead when a new lead is added to Facebook Lead Ads.
- Add or update Mailchimp subscribers from new Teamwork CRM contacts.
For more information, see: Using Zapier to Create Items via Web Forms