Integrate Teamwork CRM with Retently
Sync customer profiles and contact information between Teamwork CRM and Retently, trigger NPS/CSAT surveys after significant CRM interactions such as deal closures or customer onboarding, and use survey feedback to enhance CRM strategies.
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About Teamwork CRM
Teamwork CRM is a customer relationship management tool that helps users manage activities, companies, deals, contacts, notes, and files. It includes functionalities to create, find, and update various CRM-related entities.
Teamwork CRM to Retently
New Activity
Triggers when you add a new activity.New Company
Triggers when you add a new company.New Deal
Triggers when you add a new deal.New File
Triggers when you add a new file.Activity Updated or Deleted
Triggers when an activity is updated or deleted.New Contact
Triggers when you add a new contact.Deal Updated or Deleted
Triggers when a deal is updated or deleted.New Note
Triggers when you add a new note.Retently to Teamwork CRM
Create Activity
Creates a new activity.Create Contact
Creates a new contact.Create Note
Creates a new note.Create Product
Creates a new product.Create User
Creates a new user.Find Company
Finds a company by searching.Find Deal
Finds a deal by searching.Find Note
Finds a note by searching.Find or Create Company
Finds a company by searching.Find or Create Deal
Finds a deal by searching.Create Company
Creates a new company.Create Deal
Creates a new deal.Create Pipeline
Creates a new pipeline.Create Stage
Creates a new stage.Find Activity
Finds an activity by searching.Find Contact
Finds a contact by searching.Find File
Finds a file by searching.Find or Create Activity
Finds an activity by searching.Find or Create Contact
Finds a contact by searching.Find or Create Note
Finds a note by searching.
Alex Bitca
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