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Keap + Teamwork

Create new Teamwork companies from new Keap contacts

Effortlessly connect your Keap and Teamwork apps with this efficient workflow. When you add a new contact in Keap, this automation will create a company in Teamwork, ensuring all your important client information is easily accessible and organized. Save time and streamline your contact management process without any manual work.

Effortlessly connect your Keap and Teamwork apps with this efficient workflow. When you add a new contact in Keap, this automation will create a company in Teamwork, ensuring all your important client information is easily accessible and organized. Save time and streamline your contact management process without any manual work.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

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

    New Action Sequence

    Triggers when a new Action Sequence is added.

    Trigger
    Scheduled
    Try It
    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Note events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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Related categories

  • CRM (Customer Relationship Management)

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