Create Cloze company for new Teamwork CRM company
Teamwork CRM + Cloze Integration
Teamwork CRM + Cloze Integration
Integrate Cloze to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Create deals, sync contacts, log communications, update project stages, and trigger team alerts automatically.
Free forever.Use premium features free for 14 days.1.
Company is created in Teamwork CRM Instant- Contact is created in Teamwork CRM Instant
- Deal is created in Teamwork CRM Instant
- Deal is updated in Teamwork CRM Instant
- Deal is deleted in Teamwork CRM Instant
- Activity is created in Teamwork CRM Instant
- Activity is updated in Teamwork CRM Instant
- Activity is deleted in Teamwork CRM Instant
- Note is created in Teamwork CRM Instant
- File is created in Teamwork CRM Instant
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
- Create deal in Teamwork CRM
- Search deal in Teamwork CRM
- Create contact in Teamwork CRM
- Search contact in Teamwork CRM
- Create company in Teamwork CRM
- Search company in Teamwork CRM
- Create note in Teamwork CRM
- Create activity in Teamwork CRM
- Search activity in Teamwork CRM
- Create pipeline in Teamwork CRM
- Create stage in Teamwork CRM
- Search country in Teamwork CRM
- Search user in Teamwork CRM
- Create product in Teamwork CRM
- Search product in Teamwork CRM
- Create person in Cloze
- Update person in Cloze
- Create note in Cloze
- Create communication in Cloze
- Create to do in Cloze
- Update company in Cloze
- Create company in Cloze
- Create timeline event in Cloze
- Create project in Cloze
- Update project in Cloze
Trusted by experts at...
Ready Workflows for Cloze + Teamwork CRM Integration
Sync contacts, create deals from updated projects, log notes, route opportunities, and keep sales pipelines aligned, all in just one click.
Most popular automations
Create Cloze person for new Teamwork CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Teamwork CRM - Cloze integration, anytime a new Teamwork CRM contact is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Teamwork CRM - Cloze integration, anytime a new Teamwork CRM contact is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Teamwork CRM > Check condition > Create person in Cloze
Teamwork CRM + Cloze Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Cloze + Teamwork CRM flow
Capture leads into your CRM stack, notify your sales team of deal updates, and trigger automated follow-ups. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Calendly (4)
Calendly (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Typeform (4)
Typeform (4) +
Stripe (4)
Stripe (4) T
G
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Add every new Teamwork CRM deal to Google Calendar and create a project in Cloze
New Teamwork CRM deals appear on your Google Calendar instantly while creating a matching project in Cloze, keeping your schedule and relationships aligned.
T
G
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When a Company is created in Teamwork CRM, schedule a kickoff in Google Calendar and add a company in Cloze
New company records in Teamwork CRM automatically trigger a Google Calendar meeting and record the company in Cloze for tracking.
G
T
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When a Google Calendar event is created, log the activity in Teamwork CRM and update the person in Cloze
Calendar meetings feed activity records into Teamwork CRM and update contact details in Cloze without manual logging.
T
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When a Deal is updated in Teamwork CRM, update the Google Calendar schedule and log a timeline event in Cloze
Deal modifications in Teamwork CRM update your Google Calendar events and log a timeline milestone in Cloze automatically.
Supported triggers and actions for Teamwork CRM and Cloze
Mix and match to build the exact automation you need
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
Try it → Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
Try it → Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
Try it → Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
Try it → Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it → What can you automate with Cloze + Teamwork CRM?
Streamline your professional relationship management and sales pipeline with robust automated workflows.
🔄
Sync sales deals from Cloze project updates
Automatically create or update deals in Teamwork CRM whenever project milestones shift in Cloze, keeping your revenue pipeline synchronized with active client work.
📝
Capture every submitted contact field
Map all submitted contact details and custom attributes from your source entries directly into Cloze person profiles and Teamwork CRM contact cards without manual typing.
🔔
Notify your team the moment deals close
Send instant team alerts in Slack or trigger email notifications whenever a new deal is created or updated in Teamwork CRM, ensuring immediate internal alignment.
🔀
Route records based on submitted deal values
Branch your automation paths according to specific deal sizes or custom fields, creating high-priority projects in Cloze for enterprise accounts automatically.
📊
Keep relationship records updated continuously
Reflect changes made to company details and person profiles across both platforms instantly, eliminating data drift between your sales CRM and relationship manager.
🔍
Search and update instead of creating duplicates
Perform intelligent searches for existing companies and contacts before writing data, ensuring your databases stay clean and free of duplicate records.
🏷️
Manage later status changes and deal stages
Update deal stages, close lost opportunities, or log communication notes automatically when accounts transition through different pipeline phases.
🔗
Extend workflows to external team apps
Connect your core Cloze and Teamwork CRM flow to communication tools like Slack or calendar apps to keep auxiliary team members informed at every step.
And much more...
Who is Cloze + Teamwork CRM integration for?
Connecting Cloze and Teamwork CRM helps sales leaders, account managers, and founders keep professional relationship updates perfectly aligned with their sales pipeline.
Sales operations analysts
Account executives
Client success managers
Business founders
Project coordinators
Relationship directors
📈
Sales operations analysts
You pull pipeline reports from Teamwork CRM while tracking relationship history in Cloze, but manual export delays mean your revenue metrics are always outdated — automating both apps means every deal update lands instantly and your pipeline numbers stay current.
⚡
Account executives
You need to act fast when prospects complete intake forms or schedule meetings, but manual record creation leaves you scrambling to find context — connecting these apps means every lead creates a deal instantly and your follow-up speed improves.
📋
Client success managers
You answer to external stakeholders who demand transparent progress tracking, but updating separate systems by hand leads to missing interaction logs — integrating these apps means every communication entry syncs across platforms and client reporting stays accurate.
🏢
Business founders
Your inbound deal volume is too high for anyone to keep contact databases updated by hand, resulting in lost prospect notes and fragmented histories — with this integration, every contact and project syncs automatically so nothing falls through the cracks.
🔄
Project coordinators
You own the implementation phase and depend on sales teams to hand over project details correctly, but manual handoffs cause costly communication gaps — automating both apps means project records populate the moment deals close and delivery begins without friction.
🗂️
Relationship directors
You rely on comprehensive client histories to guide long-term strategy, but scattered contact updates create blind spots in your archive — this integration means every interaction event logs reliably and your historical records remain complete.
Did you know?
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Why choose Integrately to automate Teamwork CRM + Cloze
Build and manage your Teamwork CRM + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Teamwork CRM + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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
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
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
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?
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Frequently Asked Questions
How do I connect Cloze to Teamwork CRM?
You can connect Cloze to Teamwork CRM using 1-click workflows or by using Integrately AI to build your automation with tools like Slack and Google Calendar.
Can I automatically create deals in Teamwork CRM when Cloze projects update?
Can I connect Cloze, Teamwork CRM, and Slack?
What is a good Zapier alternative for Cloze and Teamwork CRM?
How does Cloze handle contact updates during automation?
How does Teamwork CRM process new deal entries here?
Can I automate Cloze and Teamwork CRM without coding?
Is the Cloze and Teamwork CRM integration free?
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