Freshsales Suite + Teamwork CRM

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 Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- 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 onRequired
Trigger
Instant
Try It
New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger onRequired
Trigger
Instant
Try It
New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
Action
Write
- TypeRequired
- NameRequired
Action
Write
- NameRequired
- PipelineRequired
- Order Index
- ProbabilityRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Search or write
- Search ForRequired
- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TypeRequired
- NoteRequired
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
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 moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- 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
- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Write
- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TypeRequired
- NoteRequired
Action
Write
- NameRequired
- OwnerRequired
- CurrencyRequired
- PriceRequired
Action
Write
- First NameRequired
- Last NameRequired
- Title
- EmailRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Teamwork CRM contacts from new Freshsales Suite contacts

Related Zap Templates

Create Teamwork CRM contacts from new Freshsales Suite contacts

Freshsales Suite + Teamwork CRM

Create deals in Teamwork CRM for new contacts in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

Activity Updated or Deleted

New Contact

Deal Updated or Deleted

New Note

Create Company

Create Deal

Create Pipeline

Create Stage

Find Activity

Find Contact

Find File

Find or Create Activity

Find or Create Contact

Find or Create Note

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

New Activity

New Company

New Deal

New File

Create Activity

Create Contact

Create Note

Create Product

Create User

Find Company

Find Deal

Find Note

Find or Create Company

Find or Create Deal

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About Teamwork CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates