How to connect Tracenudges with Teamwork CRM?

This guide will walk you through:

Capturing Lead Activities: Connect Teamwork CRM with Tracenudges using a webhook to fetch real-time lead creation and status update data.

Add Webhook Integration to Connect Teamwork CRM

Step 1: Get the Webhook URL from Tracenudges

Go to Tracenudges > Integrations.

Search for Teamwork CRM and click on the Integrate button inside the integration box.

Enter your Connection Name.

Leave this popup open for now.

Generate Teamwork CRM API Key:

Click on your profile icon and select Settings.

Under the Personal section, click on API Keys.

Click Generate API Key.

Enter a name for the key and click Save.

Copy the generated API Key.

Complete Tracenudges Setup:

Paste the copied key into the API Key field in the Tracenudges popup.

Click on the Create button.

Tracenudges will generate a Webhook URL. Click the Copy button.

Step 2: Configure Webhook in Teamwork CRM

Go back to your Teamwork CRM dashboard.

Click on your Profile logo and select Settings.

Click on Webhooks in the settings menu.

Click on the Add Webhook button.

Webhook URL: Paste the URL you copied from Tracenudges in Step 1.

Event: Select Specific events.

Select Events: Choose the events you want to track, such as:

contacts.created

users.created

deals.created (if applicable)

Click on the Save button.

Historical Data:
The last 30 entries from the API key will be fetched automatically once you provide the correct details. This enables you to start displaying existing data in your nudges immediately.

Done.

Please test by creating a new contact or user in Teamwork CRM and visiting the Tracenudges – Dashboard Data page. Here, you can see all the captured/received data with its source name.

Note:
Make sure you select this integration as the data source for the nudges (Customize Nudges > Data-source > Select this integration).

Important:
After making changes, check your nudges in a private/incognito browser window to avoid cache issues.

Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your Tracenudges account. We’re here to assist you promptly.

How to connect with Teamwork CRM

How to connect Tracenudges with Teamwork CRM?#

Add Webhook Integration to Connect Teamwork CRM#

Step 1: Get the Webhook URL from Tracenudges#

Step 2: Configure Webhook in Teamwork CRM#

How to connect Tracenudges with Teamwork CRM?

Add Webhook Integration to Connect Teamwork CRM

Step 1: Get the Webhook URL from Tracenudges

Step 2: Configure Webhook in Teamwork CRM