Teamwork CRM + Chatbot Integration

Integrate Chatbot to Teamwork CRM in one click, or tell Integrately AI how you want each message handled. Capture inquiries, create deals and contacts in your CRM, update your pipeline, and alert your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Chatbot
    Message is received in Chatbot Instant
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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

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Ready Workflows Ready Workflows for Chatbot + Teamwork CRM Integration

Capture messages, create deals, set up contacts, update pipelines, and notify your sales team, all in just one click.

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

Create Teamwork CRM contact for new Chatbot response

When someone completes your Chatbot, a new contact is automatically created in your Teamwork CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Chatbot is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Chatbot - Teamwork CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Chatbot + Teamwork CRM Integration

Create Teamwork CRM deal for new Chatbot response

Integrating your Teamwork CRM with your Chatbot, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Chatbot - Teamwork CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your Chatbot + Teamwork CRM flow

Route inquiries to team channels, schedule follow-up meetings, send confirmation emails, and log data across your operational stack. Pick a combination and activate it in one click.

Teamwork CRM
Chatbot
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SlackSlack (6)
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CalendlyCalendly (5)
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GmailGmail (5)
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MailchimpMailchimp (5)
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StripeStripe (5)
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Google SheetsGoogle Sheets (5)
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When a message is received in Chatbot, create a contact in Teamwork CRM, and notify your sales channel in Slack
Incoming chat messages instantly create new contacts in Teamwork CRM while posting a notification in Slack so your sales reps never miss a lead.
C
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When a message is received in Chatbot, create a deal in Teamwork CRM, and post an update in Slack
Turn chatbot inquiries into active sales deals in Teamwork CRM instantly, and keep your revenue channel updated on Slack.
C
T
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When a message is received in Chatbot, create a company in Teamwork CRM, and alert your team in Slack
Automatically log new accounts in Teamwork CRM from chat messages and notify your account executives in Slack.
C
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When a message is received in Chatbot, create a note in Teamwork CRM, and post a summary in Slack
Capture important chat details as notes in Teamwork CRM and broadcast the summary to your team in Slack.
C
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When a message is received in Chatbot, create an activity in Teamwork CRM, and notify your reps in Slack
Schedule follow-up activities in Teamwork CRM from chat interactions and alert the assigned rep in Slack.
C
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Use ChatGPT to analyse inbound chat messages from Chatbot, create a deal in Teamwork CRM, and alert your team in Slack
Use ChatGPT to evaluate chat inquiries, create qualified deals in Teamwork CRM, and notify your sales team in Slack.

Supported triggers and actions for Teamwork CRM and Chatbot

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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Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
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No action is available

What can you automate with Chatbot + Teamwork CRM?

Turn incoming chat messages into structured CRM contacts, deals, and activities without lifting a finger.

What you can automate?
💬
Turn every chat message into a CRM deal
Capture visitor inquiries from Chatbot and generate active deals in Teamwork CRM instantly. Ensure every qualified conversation enters your sales pipeline without manual data entry.
📋
Capture every submitted contact detail
Map names, email addresses, phone numbers, and custom chat fields directly into Teamwork CRM contact records. Your database stays comprehensive and ready for outreach.
🔔
Alert your sales team in real time
Notify the right representative the moment a high-value chat inquiry arrives. Eliminate delays in lead assignment and speed up your response times.
🔀
Route deals based on chat criteria
Send enterprise leads to senior account executives while routing standard inquiries to general queues. Tailor your CRM workflow based on specific chat responses.
🔄
Keep CRM pipelines updated continuously
Reflect changing customer requirements and conversation notes in Teamwork CRM immediately. Maintain accurate deal stages without manual updates.
🔍
Search and update existing records
Check if a contact or company already exists in Teamwork CRM before creating new entries. Prevent duplicate records and keep your database clean.
📅
Schedule follow-up activities automatically
Create calendar events and follow-up tasks in Teamwork CRM the moment a chat session concludes. Keep your sales team accountable for timely outreach.
📊
Sync chat data with Google Sheets
Extend your Chatbot and Teamwork CRM workflow by logging every conversation row in Google Sheets for backup and custom reporting.
And much more...

Who is Chatbot + Teamwork CRM integration for?

Sales professionals, customer success managers, and business owners eliminate manual data entry and accelerate lead qualification when incoming chatbot messages turn instantly into actionable CRM records.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer success leads
Customer success leads
Sales managers
Sales managers
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple chat widgets but your tracking sheet only updates when someone manually exports inquiries, so the lead counts you're optimising against are always a few hours behind — with this integration, every new message lands in the CRM instantly and your data stays current.
Sales development reps
You rely on quick outreach to convert inbound prospects, but leads sit unassigned in chat logs until someone checks them manually, so potential buyers find out about your services too late — automating both apps means every inquiry creates a contact instantly so you can reach out first.
🤝
Account managers
You answer to clients who want immediate follow-up on prospective inquiries, but message details get lost between chat windows and CRM pipelines, so proving responsiveness is an uphill battle — connecting these apps means every conversation generates tracked deals and notes automatically.
🚀
Customer success leads
The volume of inbound chat requests is too high for anyone to keep up by hand, leading to missed client questions and delayed responses across your support queue — with this integration, every chat message populates your CRM records without manual bottlenecks.
🎯
Sales managers
You own the pipeline review and depend on your team to log inbound leads correctly, but manual handoffs create frustrating gaps in your deal tracking, so reports are never accurate — this integration means every chat inquiry flows directly into structured CRM deals.
🗂️
Operations directors
You need a reliable customer history across your entire tech stack, but fragmented chat tools leave missing records and incomplete contact histories in your database — automating both apps means every interaction builds a complete, error-free CRM profile.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Teamwork CRM + Chatbot

Build and manage your Teamwork CRM + Chatbot 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 + Chatbot 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatbot to Teamwork CRM?
Frequently Asked Questions
You can connect Chatbot to Teamwork CRM in 1 click using ready templates on Integrately, or use Integrately AI to set up custom workflows with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically turn chat messages into Teamwork CRM deals?
Frequently Asked Questions
Can I connect Chatbot, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Teamwork CRM?
Frequently Asked Questions
How does Chatbot pass contact data to Teamwork CRM?
Frequently Asked Questions
Can Teamwork CRM trigger updates when new chat messages arrive?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Teamwork CRM?
Frequently Asked Questions
Is the Chatbot and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Chatbot or Teamwork CRM With 1500+ Other Apps

Chatbot
Popular Chatbot Integrations
Connect Chatbot with messaging, marketing, and support tools to capture inquiries instantly.
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with sales, email, and reporting tools to keep your pipeline moving.