Teamwork CRM + Concord Integration

Integrate Concord to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Create deals, sync contacts, update stages, and alert your team 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
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord 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
  • Concord
    Create contact in Concord
  • Concord
    Search contact in Concord
  • Concord
    Update contact in Concord
  • Concord
    Delete contact in Concord
  • Concord
    Create note in Concord
  • Concord
    Update note in Concord
  • Concord
    Search note in Concord
  • Concord
    Delete note in Concord
  • Concord
    Create stage in Concord
  • Concord
    Update stage in Concord
  • Concord
    Search stage in Concord
  • Concord
    Delete stage in Concord
  • Concord
    Create company in Concord
  • Concord
    Search company in Concord
  • Concord
    Update company in Concord
  • Concord
    Delete company in Concord
  • Concord
    Create deal in Concord
  • Concord
    Search deal in Concord
  • Concord
    Update deal in Concord
  • Concord
    Delete deal in Concord
  • Concord
    Create user in Concord
  • Concord
    Search user in Concord
  • Concord
    Update user in Concord
  • Concord
    Delete user in Concord
  • Concord
    Create call in Concord
  • Concord
    Search call in Concord
  • Concord
    Update call in Concord
  • Concord
    Delete call in Concord
  • Concord
    Create product in Concord
  • Concord
    Search product in Concord
  • Concord
    Update product in Concord
  • Concord
    Delete product in Concord
  • Concord
    Create activity in Concord
  • Concord
    Search activity in Concord
  • Concord
    Update activity in Concord
  • Concord
    Delete activity in Concord
  • Concord
    Create pipeline in Concord
  • Concord
    Search pipeline in Concord
  • Concord
    Update pipeline in Concord
  • Concord
    Delete pipeline in Concord
  • Concord
    Search document in Concord
  • Concord
    Delete document in Concord

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Ready Workflows Ready Workflows for Concord + Teamwork CRM Integration

Create deals, sync contacts, update stages, alert your team, and track pipelines, all in just one click.

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

Create Teamwork CRM contact for new Concord 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 Concord - Teamwork CRM integration, anytime a new Concord contact is created, an Teamwork CRM contact 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.
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Concord + Teamwork CRM Integration

Create Teamwork CRM deal from new Concord contact

Anytime a new contact is created in your Concord, a new deal will automatically be created in your Teamwork CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Concord - Teamwork CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Teamwork CRM + Concord Integration

Create Concord contact 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 - Concord integration, anytime a new Teamwork CRM contact is created, an Concord contact 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.
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Teamwork CRM + Concord Integration

Create Concord deal from new Teamwork CRM contact

Anytime a new contact is created in your Teamwork CRM, a new deal will automatically be created in your Concord. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Teamwork CRM - Concord integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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  • 1of2
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Connect more apps to your Concord + Teamwork CRM flow

Connect email, messaging, scheduling, and sheet tools to extend your deal pipeline and keep your teams aligned. Pick a combination and activate it in one click.

Teamwork CRM
Concord
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (2)
+
HubspotHubspot (2)
+
Google DriveGoogle Drive (2)
+
StripeStripe (2)
C
T
G
Create a Teamwork CRM deal when a deal is created in Concord, and send an email notification in Gmail
New Concord deals instantly appear in Teamwork CRM and notify stakeholders via Gmail, eliminating manual entry.
C
T
G
When a contact is created in Concord, create it in Teamwork CRM and send a welcome email in Gmail
Keep contacts synchronized between Concord and Teamwork CRM while instantly welcoming them via Gmail.
C
T
G
When a Concord deal stage changes, update Teamwork CRM and email the account manager via Gmail
Track pipeline momentum by updating Teamwork CRM and notifying account managers in Gmail when Concord stages shift.

Supported triggers and actions for Teamwork CRM and Concord

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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Concord
Concord Triggers & Actions
Instant
Contact is created in Concord
Triggers the automation when a new contact is created
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Instant
Company is created in Concord
Triggers the automation when a new company is created
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Instant
Deal status is changed in Concord
Triggers the automation when the deal status is changed
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Instant
Deal is created in Concord
Triggers the automation when a deal is created
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Instant
Deal stage is changed in Concord
Triggers the automation when the deal stage is changed
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Stage is created in Concord
Triggers the automation when a new stage is created
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Note is created in Concord
Triggers the automation when a new note is created
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User is created in Concord
Triggers the automation when a new user is created
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Call is created in Concord
Triggers the automation when a new call is made
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Product is created in Concord
Triggers the automation when a new product is created
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Activity is created in Concord
Triggers the automation when a new activity is created
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Pipeline is created in Concord
Triggers the automation when a new pipeline is created
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Document is created in Concord
Triggers the automation when a new document is created
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Instant
Document status is changed in Concord
Triggers the automation when the document status is updated
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Create contact in Concord
Adds a new contact to the database
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Search contact in Concord
Finds and retrieves contact information
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Update contact in Concord
Updates contact information with new details
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Delete contact in Concord
Removes a contact from the address book
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Create note in Concord
Creates a new note in the particular format
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Update note in Concord
Updates a note with new information
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Search note in Concord
Searches for a note
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Delete note in Concord
Removes a selected note
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Create stage in Concord
Generates a new stage for the workflow
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Update stage in Concord
Updates the current stage in the workflow process
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Search stage in Concord
Searches for a stage
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Delete stage in Concord
Removes a stage or step from the workflow
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Create company in Concord
Generates a new company profile with given details
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Search company in Concord
Finds information about a company
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Update company in Concord
Updates company information
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Delete company in Concord
Removes a company from the database
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Create deal in Concord
Generates a new deal with
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Search deal in Concord
Retrieves and find a deal
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Update deal in Concord
Updates deal information based on new criteria or changes
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Delete deal in Concord
Removes a deal entry from the system
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Create user in Concord
Generates a new user account
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Search user in Concord
Searches for a user
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Update user in Concord
Updates user information
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Delete user in Concord
Removes a user from the system
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Create call in Concord
Initiates a call to the recipient
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Search call in Concord
Searches for a call
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Update call in Concord
Updates call information
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Delete call in Concord
Deletes a call entry from the database
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Create product in Concord
Generates and launch new products
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Search product in Concord
Searches for a product
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Update product in Concord
Updates product information
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Delete product in Concord
Removes a selected product from the database
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Create activity in Concord
Generates a new activity or task
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Search activity in Concord
Retrieves search results based on particular criteria
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Update activity in Concord
Updates the activity with the latest information
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Delete activity in Concord
Removes an activity or task from the system upon user command
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Create pipeline in Concord
Creates a new pipeline
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Search pipeline in Concord
Searches for a pipeline
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Update pipeline in Concord
Refreshes the pipeline configuration to reflect any changes made
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Delete pipeline in Concord
Removes a particular pipeline from the automation workflow
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Search document in Concord
Locates and retrieves document based on search criteria
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Delete document in Concord
Removes a particular document from the system
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What can you automate with Concord + Teamwork CRM?

Streamline your sales pipeline by automating deal creation, contact syncing, and stage updates between Concord and Teamwork CRM.

What you can automate?
🔄
Sync new deals across platforms
Automatically create a corresponding deal in Teamwork CRM the moment a new deal is created in Concord. Eliminate duplicate data entry and keep your sales pipelines aligned.
👥
Mirror contact creation instantly
Ensure every contact created in Concord is instantly added to Teamwork CRM. Maintain accurate prospect records across both systems without lifting a finger.
🔔
Alert your team on stage changes
Trigger team notifications whenever a Concord deal stage changes or a deal status is updated. Keep stakeholders informed of pipeline progression in real time.
🔀
Route records based on deal value
Set up conditional rules to handle high-value deals differently in Teamwork CRM. Route enterprise opportunities to specialized sales reps automatically.
📝
Log notes and activities seamlessly
Automatically transfer call logs, notes, and sales activities between Concord and Teamwork CRM. Keep your complete interaction history accessible to the entire team.
🔍
Search and update existing records
Search for existing deals and contacts before creating new entries. Prevent duplicates by updating current Teamwork CRM records when Concord data changes.
💰
Handle won deals and revenue updates
Update deal statuses and log product details in Teamwork CRM the moment a Concord deal is marked won. Keep financial forecasting accurate and timely.
Extend your flow with Slack or Gmail
Connect your Concord and Teamwork CRM pipeline to Slack or Gmail to send instant team alerts or customer emails as deals progress.
And much more...

Who is Concord + Teamwork CRM integration for?

Sales managers, account executives, and revenue operations teams use this integration to keep pipelines synchronized and eliminate manual data entry across platforms.

Sales leaders and managers
Sales leaders and managers
Account executives
Account executives
Agency and client partners
Agency and client partners
Sales operations teams
Sales operations teams
Business development reps
Business development reps
RevOps professionals
RevOps professionals
📈
Sales leaders and managers
You review deal reports in Concord to forecast revenue, but pipeline updates lag because reps manually re-enter stage changes in Teamwork CRM, so your executive summaries are always built on stale numbers — this integration means every deal stage updates instantly and your pipeline reports remain accurate.
Account executives
You manage active pipelines in Concord but need client interactions reflected in Teamwork CRM immediately, and finding out about updates hours later causes missed follow-ups — connecting these apps means every new deal and contact syncs instantly so you can act without delay.
🤝
Agency and client partners
You answer to stakeholders who expect real-time visibility into deal progression, but keeping external records current by hand wastes valuable selling time — automating both apps means client handoffs happen automatically and project boards stay fully transparent.
📊
Sales operations teams
You handle high volumes of inbound prospects and deals daily, but manual copying between Concord and Teamwork CRM leads to data entry errors and missing records — with this integration, high-volume deal creation runs smoothly without human bottlenecks.
🎯
Business development reps
You qualify leads and create initial deals in Concord, but depending on downstream teammates to manually rebuild those entries in Teamwork CRM delays outreach — automating this workflow means handoffs occur the second a deal is created.
🔍
RevOps professionals
You depend on clean audit trails across your sales stack, but fragmented data between Concord and Teamwork CRM creates frustrating gaps in customer history — this integration means every record matches perfectly from creation to close.
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 + Concord

Build and manage your Teamwork CRM + Concord 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 + Concord 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?

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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Concord to Teamwork CRM?
Frequently Asked Questions
You can connect Concord to Teamwork CRM using 1-click ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your sales team.
Can I automatically sync deals and contacts between Concord and Teamwork CRM?
Frequently Asked Questions
Can I connect Concord, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Concord and Teamwork CRM?
Frequently Asked Questions
How are deal stages updated between Concord and Teamwork CRM?
Frequently Asked Questions
Can I sync new contacts from Concord into Teamwork CRM?
Frequently Asked Questions
Do I need coding skills to automate Concord and Teamwork CRM?
Frequently Asked Questions
Is the Concord and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Concord or Teamwork CRM With 1500+ Other Apps

Concord
Popular Concord Integrations
Connect Concord to document management, project tracking, and communication tools to manage your sales documentation.
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Concord Integrations arrow right
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with accounting, customer support, and reporting platforms to keep financial and client data aligned.