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Formstack + Teamwork CRM

Create stages in Teamwork CRM for new Formstack submissions

Effortlessly streamline your sales process with this Formstack and Teamwork CRM workflow. Upon receiving a new submission in Formstack, a stage is created in Teamwork CRM, keeping your sales pipeline organized and up-to-date. Say goodbye to manual data entry and enjoy improved efficiency in managing your sales funnel.

Effortlessly streamline your sales process with this Formstack and Teamwork CRM workflow. Upon receiving a new submission in Formstack, a stage is created in Teamwork CRM, keeping your sales pipeline organized and up-to-date. Say goodbye to manual data entry and enjoy improved efficiency in managing your sales funnel.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Teamwork CRMTeamwork CRM
    Create Stage

    Creates a new stage.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • 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

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • 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
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

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  • Forms & Surveys

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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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