Teamwork CRM + Tapfiliate Integration

Integrate Tapfiliate to Teamwork CRM in one click, or tell Integrately AI how you want each conversion handled. Track sales, update your CRM, notify your team, and manage follow-ups automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
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2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

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Ready Workflows Ready Workflows for Tapfiliate + Teamwork CRM Integration

Capture conversions, create deals, update contacts, keep your CRM synced, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Tapfiliate + Teamwork CRM Integration

Create Teamwork CRM contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Teamwork CRM, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Connect more apps to your Tapfiliate + Teamwork CRM flow

Streamline post-conversion tasks by syncing finance records, customer data, messaging channels, and spreadsheets. Pick a combination and activate it in one click.

Teamwork CRM
Tapfiliate
+
StripeStripe (3)
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
QuickBooks OnlineQuickBooks Online (3)
T
T
S
When a conversion is created in Tapfiliate, create a deal in Teamwork CRM and create a customer in Stripe.
Every new Tapfiliate conversion instantly registers as a deal in Teamwork CRM and a customer record in Stripe without manual data entry.
T
T
S
When an affiliate payment is created in Tapfiliate, search customer in Stripe and create a note in Teamwork CRM.
Track affiliate payouts by automatically searching Stripe customers and logging payment notes directly inside Teamwork CRM deals.
T
S
T
When a company is created in Teamwork CRM, create a customer in Stripe and create a customer in Tapfiliate.
New Teamwork CRM companies automatically generate customer accounts in Stripe and Tapfiliate for seamless onboarding.

Supported triggers and actions for Teamwork CRM and Tapfiliate

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
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Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
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Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
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Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
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Commission is created in Tapfiliate
Triggers the automation when a new commission is created
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Create a conversion in Tapfiliate
Logs a new conversion
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Create a customer in Tapfiliate
Creates a new customer record
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Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
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Set affiliate to group in Tapfiliate
Sets an affiliate to a group
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Uncancel a customer in Tapfiliate
Uncancels a customer
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Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
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Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
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Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
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Search affiliate in Tapfiliate
Searches for a particular affiliate partner
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Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
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Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
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Approve commission in Tapfiliate
Approve commission requests
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Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
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What can you automate with Tapfiliate + Teamwork CRM?

Streamline your affiliate marketing and sales pipeline by automating data flows, notifications, and record updates.

What you can automate?
🔄
Sync Tapfiliate conversions directly to Teamwork CRM deals
Automatically generate a new deal in Teamwork CRM the moment a conversion is created in Tapfiliate. Ensure your sales pipeline always reflects your latest affiliate revenue.
📋
Capture every submitted affiliate and customer detail
Map all available form fields, commission amounts, and custom attributes from Tapfiliate straight into Teamwork CRM records without manual copy-pasting.
🔔
Alert your team instantly on communication channels
Send automated notifications to your sales or finance channel whenever a new affiliate registers or a high-value conversion is recorded.
🔀
Route deals conditionally based on custom criteria
Send high-value affiliate leads to senior sales reps in Teamwork CRM while routing standard sign-ups to automated nurturing pipelines.
🔄
Keep CRM records updated as affiliate status changes
Automatically update deal stages in Teamwork CRM whenever an affiliate's status or commission approval changes in Tapfiliate.
🔍
Search and update instead of creating duplicates
Check whether a customer or contact already exists in Teamwork CRM before creating a new record from Tapfiliate activity.
💳
Handle later payment and commission milestones
Trigger automated workflows when affiliate payments are created, commissions are approved, or customer accounts are cancelled.
🔌
Extend your workflow to billing and spreadsheet apps
Connect Stripe, QuickBooks Online, or Google Sheets to your Tapfiliate and Teamwork CRM pipeline for complete financial visibility.
And much more...

Who is Tapfiliate + Teamwork CRM integration for?

Affiliate managers and sales leaders depend on accurate tracking to convert prospects into repeat buyers without losing momentum or missing crucial data gaps.

Affiliate Marketing Managers
Affiliate Marketing Managers
Sales Executives
Sales Executives
Agency Account Directors
Agency Account Directors
Operations Specialists
Operations Specialists
Account Managers
Account Managers
Finance and Compliance Auditors
Finance and Compliance Auditors
📈
Affiliate Marketing Managers
You're reviewing affiliate conversions weekly but your sales records only update when someone manually exports data, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new conversion lands in your CRM instantly and your metrics stay current.
Sales Executives
You depend on quick prospect outreach when affiliate traffic arrives, but leads sit unassigned until someone checks the logs, so hot prospects go cold before anyone calls — automating both apps means every new affiliate prospect creates a CRM deal instantly and your team can follow up immediately.
📊
Agency Account Directors
You're reporting campaign performance to clients who want real-time visibility into pipeline growth, but manual cross-referencing causes delays and reporting errors — this integration means every Tapfiliate commission and Teamwork CRM deal syncs automatically to keep client dashboards accurate without extra effort.
⚙️
Operations Specialists
You're managing hundreds of affiliate sign-ups and customer records daily, but manual data entry causes missed entries and mismatched customer profiles — connecting these apps means every new affiliate and customer record flows smoothly without manual bottlenecks.
🤝
Account Managers
You own the onboarding stage once a deal closes, but you find out about new conversions long after the affiliate program registers them, delaying your kickoff — automating both apps means every new deal automatically triggers your onboarding workflow the moment the conversion clears.
🔍
Finance and Compliance Auditors
You need a clean, unbroken audit trail of every affiliate payout and customer purchase, but manual tracking leaves gaps between marketing programs and sales ledgers — this integration means every transaction is logged accurately across platforms with zero missing records.
Our team

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Why choose Integrately to automate Teamwork CRM + Tapfiliate

Build and manage your Teamwork CRM + Tapfiliate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + Tapfiliate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Tapfiliate to Teamwork CRM?
Frequently Asked Questions
You can connect Tapfiliate to Teamwork CRM in 1 click using ready-made workflows on Integrately, or by using Integrately AI to build custom automations. It integrates seamlessly with popular apps like Slack, Stripe, and Google Sheets without any coding required.
Can I automatically create deals in Teamwork CRM from Tapfiliate conversions?
Frequently Asked Questions
Can I connect Tapfiliate, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Tapfiliate and Teamwork CRM?
Frequently Asked Questions
How does Tapfiliate handle incoming affiliate data with this integration?
Frequently Asked Questions
How does Teamwork CRM manage records received from Tapfiliate?
Frequently Asked Questions
Do I need coding skills to automate Tapfiliate and Teamwork CRM?
Frequently Asked Questions
Is the Tapfiliate and Teamwork CRM integration free?
Frequently Asked Questions
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