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Dealfront + Teamwork CRM

Create new companies in Teamwork CRM from new leads in Dealfront

Streamline your lead management process with this workflow. When a new lead appears in Dealfront, it swiftly generates a new company profile for them in Teamwork CRM. This automation ensures your customer relationship management remains organized, efficient, and up-to-date, saving you time and reducing the chance of missed opportunities.

Streamline your lead management process with this workflow. When a new lead appears in Dealfront, it swiftly generates a new company profile for them in Teamwork CRM. This automation ensures your customer relationship management remains organized, efficient, and up-to-date, saving you time and reducing the chance of missed opportunities.

  1. When this happens...
    DealfrontDealfront
    New Lead

    Triggers when a new lead is tracked for the first time (leads are tracked hourly).

    TriggerScheduled
  2. automatically do this!
    Teamwork CRMTeamwork CRM
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • AccountRequired

    • Custom FeedRequired

    Trigger
    Scheduled
    Try It

    • AccountRequired

    • Search FieldRequired

    • Search ValueRequired

    Action
    Search

    • Trigger onRequired

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Contact

    Triggered when you add a new contact.

    Trigger
    Instant
    Try It

    • AccountRequired

    • Custom FeedRequired

    Trigger
    Scheduled
    Try It
  • Teamwork CRM triggers, actions, and search

    New Activity

    Triggered when you add a new activity.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Company

    Triggered when you add a new company.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Deal

    Triggered when you add a new deal.

    Trigger
    Instant
    Try It
dealfront logo
dealfront logo

About Dealfront

Connect Zapier with Dealfront, the go-to-market platform for Europe that gives businesses everything they need to win leads and close deals.
Learn moreHelp

Related categories

  • Sales & CRM

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teamwork-crm logo
teamwork-crm logo

About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.
Help

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