teamwork-crm

# Teamwork CRM

Teamwork CRM is a customer relationship management platform designed to help businesses manage their sales processes and customer interactions. It's used by sales teams and business owners to track leads, manage deals, and improve customer relationships. It integrates with the Teamwork project management suite.

Official docs: https://developers.teamwork.com/docs/crm

## Teamwork CRM Overview

- **Deals**
  - **Deal Tasks**
- **Companies**
- **Contacts**
- **Users**
- **Pipelines**
- **Stages**
- **Products**
- **Taxes**
- **Deal Custom Fields**
- **Contact Custom Fields**
- **Company Custom Fields**
- **Email Addresses**
- **Phone Numbers**
- **Websites**
- **Addresses**
- **Notes**
- **Activities**
- **Files**
- **Emails**
- **Deals Activities**
- **Deal Emails**
- **Deal Files**
- **Deal Notes**
- **Contact Activities**
- **Contact Emails**
- **Contact Files**
- **Contact Notes**
- **Company Activities**
- **Company Emails**
- **Company Files**
- **Company Notes**

Use action names and parameters as needed.

## Working with Teamwork CRM

This skill uses the Membrane CLI to interact with Teamwork CRM. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli
```

### First-time setup

```bash
membrane login --tenant
```

A browser window opens for authentication.

**Headless environments:** Run the command, copy the printed URL for the user to open in a browser, then complete with `membrane login complete <code>`.

### Connecting to Teamwork CRM

1. **Create a new connection:**
   ```bash
   membrane search teamwork-crm --elementType=connector --json
   ```
   Take the connector ID from `output.items[0].element?.id`, then:
   ```bash
   membrane connect --connectorId=CONNECTOR_ID --json
   ```
   The user completes authentication in the...