Integrar o trabalho em equipe com Nutshell
Nutshell is an all-in-one CRM and sales automation platform that helps B2B organizations work together to win more deals.
O Teamwork é um software de gerenciamento de projetos e colaboração de equipes líder do setor que fornece às empresas as ferramentas necessárias para agilizar o fluxo de trabalho, manter-se organizado e atingir suas metas.
With the Nutshell-Teamwork CRM integration, you can easily manage your sales pipeline and projects in one place, eliminate manual data entry, and save time that would otherwise be spent switching between tools.
Benefícios da integração do Teamwork CRM:
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- Simplifique seu fluxo de trabalho: A integração entre o Nutshell e o Teamwork economiza seu tempo, eliminando a necessidade de alternar entre várias ferramentas para gerenciar seu pipeline de vendas e projetos.
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- Automatize seu processo de vendas: Com as poderosas ferramentas de automação do Nutshelle os fluxos de trabalho personalizáveis do Teamwork, você pode criar processos automatizados que ajudam a gerenciar seu pipeline de vendas, do lead ao fechamento.
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- Simplifique sua comunicação: A integração do Nutshell e do Teamwork permite que você se comunique perfeitamente com os membros da sua equipe, crie tarefas, defina lembretes e muito mais.
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- Insight into team productivity: With the Nutshell and Teamwork integration, you can gain valuable insights into your team’s productivity and performance by analyzing sales data and project metrics.
Requisitos:
Para usar essa integração, você precisará de uma conta do Teamwork e de uma conta do Nutshell .
Como começar
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Perguntas frequentes
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1. Do I need a specific Nutshell plan to use the Teamwork CRM integration?
No. All Nutshell users can access the Teamwork CRM integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and Teamwork CRM accounts plus a free Zapier account to connect them.
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2. How does the Teamwork CRM integration work, and what workflows does it enable?
The Teamwork CRM integration runs through Zapier, allowing you to sync leads, contacts, and deal data between Nutshell and Teamwork. You can automatically create projects in Teamwork from Nutshell deals or create new contacts in both systems simultaneously. This unified workflow eliminates manual data entry and keeps sales and project management teams aligned.
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3. Can I create Teamwork projects automatically from Nutshell deals?
Yes. Set up a Zapier automation that triggers when a deal reaches a specific pipeline stage in Nutshell—it will automatically create a corresponding project in Teamwork with deal details. This keeps your project management synchronized with your sales pipeline, so teams always know what’s being worked on and when.
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4. How does Teamwork CRM compare to other project management tools that integrate with Nutshell?
Teamwork CRM is both a CRM and project management platform, offering tighter integration than standalone tools. It includes built-in sales features like custom pipelines, forecasting, and activity tracking alongside project management. For teams wanting one unified platform for sales and project delivery, Teamwork is stronger than integrating separate tools.
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5. What other project management or collaboration tools integrate with Nutshell besides Teamwork?
Nutshell integrates with tools like Asana, Monday.com, and ClickUp through Zapier and our App Marketplace. You can also sync with Slack for team communication and Trello for simpler project tracking. Explore all 5,000+ available integrations at nutshell.com/crm/appconnect to find the right fit for your workflow.
