Freshsales Suite + Teamwork CRM

Freshsales Suite + Teamwork CRM integrations

Create deals in Teamwork CRM for new contacts in Freshsales Suite

Save time and streamline your sales process with this easy-to-use workflow. When a new contact is added to Freshsales Suite, it initiates a deal creation in Teamwork CRM, ensuring your sales team can efficiently track progress and manage clients. This automation not only reduces manual work but also boosts productivity and drives successful lead conversions.

When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Freshsales Suite and Teamwork CRM

Discover other triggers and actions you can use with Freshsales Suite and Teamwork CRM

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Trigger on
  Required
Trigger
Instant
Try It
New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Name
  Required
Action
Write
- Name
  Required
- Pipeline
  Required
- OrderIndex
- Probability
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Search or write
- Search For
  Required
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Type
  Required
- Note
  Required
Action
Search or write

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
New Activity
Triggered when you add a new activity.
Trigger
Instant
Try It
New Company
Triggered when you add a new company.
Trigger
Instant
Try It
New Deal
Triggered when you add a new deal.
Trigger
Instant
Try It
New File
Triggered when you add a new file.
Trigger
Instant
Try It
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Type
  Required
- Note
  Required
Action
Write
- Name
  Required
- Owner
  Required
- Currency
  Required
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Email
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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CRM (Customer Relationship Management)

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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.

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