New Integration: Organize, Manage, and Streamline Project Management, CRM, and HR Workflows with TeamWave

Toby Peterson
Toby Peterson / October 5, 2018
TeamWave home page

TeamWave is a suite of integrated applications that helps your small business organize data, manage projects, and collaborate with stakeholders. Store and manage documents and files with searchable tags. Add or import contacts and digitize employee records. Integrate your existing email and connect to the customer relationship management (CRM) database. Create to-do lists, assign tasks, host discussions, share files, and track progress with automated check-ins. Employees can record and report billable and non-billable hours. Review sales updates at a glance with the visual sales pipeline, schedule and organize appointments with the calendar, and post company-wide information to the central noticeboard. Plus, TeamWave generates sales forecasts and comprehensive reports for detailed insights into your business.

Now that TeamWave connects with Zapier, it's easier than ever to automate your small business processes. Zapier can automatically trigger workflows in other apps whenever people, deals, or organizations are created or updated; or whenever new activities are created in TeamWave. Or you can create or update people, deals, or organizations; or create activities or add followers to existing deals in TeamWave whenever trigger events happen in the other apps you use most.

To connect TeamWave with 1,300+ other apps, including Pipedrive, Facebook Lead Ads, and Wufoo, head to TeamWave's Zapier integration page.

How to Automate TeamWave with Zapier

  1. Sign up for a TeamWave account, and make sure you have a Zapier account.

  2. Try some pre-made TeamWave integrations, and learn more about how TeamWave works with Zapier.

  3. Or log in and build a custom workflow with TeamWave and Zapier.