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Overloop + Wrike

Create Wrike tasks from new deals won in Overloop

When a deal is won you have to take action. Send a contract, organize a meeting with the post-sales team, send a thank you letter, etc.

When a deal is won you have to take action. Send a contract, organize a meeting with the post-sales team, send a thank you letter, etc.

  1. When this happens...
    OverloopOverloop
    Deal Won

    Triggers when a new deal is won.

    TriggerScheduled
  2. automatically do this!
    WrikeWrike
    Create Task

    Create a new task.

    ActionWrite
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Supported triggers and actions

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

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
overloop logo
overloop logo

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
Help

Related categories

  • CRM (Customer Relationship Management)

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wrike logo
wrike logo

About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

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