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Teamwork CRM

Aron Gosselin

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline. We also support Teamwork Desk & Teamwork Projects.

Below you'll find detailed information, specifically for Teamwork CRM integrations:

Supported Teamwork CRM Integrations

Authorizing Teamwork CRM

Authorizing Teamwork CRM is easy. Simply fill out your log in credentials and allow access.

If you already authorized Teamwork CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose an earlier connected account.

The account that you will use for the authorization will be the default owner of any new contacts or companies that you create through the sync, though there are ways to change the owner through a rule.

Choose your contact type

Distinguish between Contacts and Companies before proceeding to the configuration page.

  • More in-depth info about syncing Leads can be found here.
  • More in-depth info about our Company to Company sync can be found here.

[IF] Supported Conditions/Filters

  • Owned by…
  • Date Created…
  • Date Modified…
  • First Name…
  • Last Name…
  • Title…
  • not Owned by…
  • Custom Fields
  • Already existing in the app your sync with

[THEN] Supported Actions

  • set Owner to…
  • update First Name…
  • update Last Name…
  • update Title…
  • update Custom Fields

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Teamwork CRM fields being mapped by default. For instance, in a connection with Mailchimp, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

You can and should custom map your Teamwork CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

Currently, there are no Teamwork CRM integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

In connections between Teamwork CRM and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes. When a contact gets unsubscribed in your marketing tool, PieSync is able to update that same contact in Teamwork CRM. You will be able to review this segment first before taking any action in Teamwork CRM too.

In addition to this, you are also able to unsubscribe people in your marketing tool from within Teamwork CRM.

More Information on Syncing Unsubscribes here or on Deletions here.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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