Formstack Forms + Teamwork CRM Integration

Integrate Formstack Forms to Teamwork CRM in one click, or tell Integrately AI how you want each submission handled. Enrich and qualify submissions, create contacts and deals, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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
Arrow Right
2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Formstack Forms + Teamwork CRM Integration

Capture submissions, create contacts, open deals, update records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Formstack Forms + Teamwork CRM Integration

Create Teamwork CRM contact for new Formstack Forms response

When someone completes your Formstack Forms, 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 Formstack Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formstack Forms - Teamwork CRM integration set up makes it easy to manage your customer relationships and grow your business.
See more
Formstack Forms + Teamwork CRM Integration

Create Teamwork CRM deal for new Formstack Forms response

Integrating your Teamwork CRM with your Formstack Forms, 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 Formstack Forms - 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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formstack Forms + Teamwork CRM flow

Send instant notifications, sync customer data to email lists, log rows in spreadsheets, and schedule follow-up meetings seamlessly. Pick a combination and activate it in one click.

Formstack Forms
Teamwork CRM
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
F
G
T
Send a Gmail welcome email for every new Formstack Forms submission, and create the contact in Teamwork CRM
New form submissions trigger an immediate personalized welcome email in Gmail while simultaneously creating a new contact in Teamwork CRM.
T
G
F
When a contact is created in Teamwork CRM, send a notification email in Gmail and create a submission in Formstack Forms
Notify stakeholders via Gmail and log form entries whenever a new contact is registered in Teamwork CRM.
T
G
When a deal is updated in Teamwork CRM, send a status update email in Gmail and create a note in Teamwork CRM
Keep managers updated on deal progress with automated Gmail updates and recorded notes.

Supported triggers and actions for Formstack Forms and Teamwork CRM

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Try it →
Form is added in Formstack Forms
Triggers the automation when a new form is added
Try it →
Create submission for a form in Formstack Forms
Generates a new form submission
Try it →
Teamwork CRM
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
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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
Note is created in Teamwork CRM
Triggers the automation when a new note is created
Try it →
Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it →
Create deal in Teamwork CRM
Generates a new deal with
Try it →
Search deal in Teamwork CRM
Retrieves and find a deal
Try it →
Create contact in Teamwork CRM
Adds a new contact to the database
Try it →
Search contact in Teamwork CRM
Finds and retrieves contact information
Try it →
Create company in Teamwork CRM
Generates a new company profile with given details
Try it →
Search company in Teamwork CRM
Finds information about a company
Try it →
Create note in Teamwork CRM
Creates a new note in the particular format
Try it →
Create activity in Teamwork CRM
Generates a new activity or task
Try it →
Search activity in Teamwork CRM
Retrieves search results based on particular criteria
Try it →
Create pipeline in Teamwork CRM
Creates a new pipeline
Try it →
Create stage in Teamwork CRM
Generates a new stage for the workflow
Try it →
Search country in Teamwork CRM
Searches for a country
Try it →
Search user in Teamwork CRM
Searches for a user
Try it →
Create product in Teamwork CRM
Generates and launch new products
Try it →
Search product in Teamwork CRM
Searches for a product
Try it →

What can you automate with Formstack Forms + Teamwork CRM?

Streamline your sales pipeline by instantly turning form submissions into structured contacts, deals, and automated CRM activities.

What you can automate?
🔄
Turn form submissions into CRM contacts automatically
Every time a submission is done in Formstack Forms, a new contact is created in Teamwork CRM instantly. Eliminate manual data entry and ensure zero leads are ever missed.
📋
Capture every submitted form field in your CRM
Map all custom questions, contact details, and preferences from your form templates straight into corresponding Teamwork CRM contact and deal fields.
🔔
Alert your sales team the moment a lead arrives
Combine your form intake with instant notifications so representatives can review new submissions and jump on high-value opportunities right away.
🔀
Route submissions based on form answers
Send high-value enterprise submissions to senior sales reps while standard inquiries create regular pipeline deals in your CRM automatically.
🔄
Keep your CRM records synchronized as data changes
Update existing contacts, notes, and deal stages whenever related activities occur across your connected form and CRM workflows.
🔍
Search and update existing records to prevent duplicates
Check whether a contact or company already exists in Teamwork CRM before creating a new record, keeping your database clean.
⏱️
Manage follow-up activities and deal stages
Automatically schedule follow-up tasks, create deals, and log notes in Teamwork CRM immediately following a form submission.
🌐
Extend your workflow to messaging and email tools
Connect your form and CRM core flow with Slack, Gmail, or Mailchimp to notify teams and nurture leads across your entire software stack.
And much more...

Who is Formstack Forms + Teamwork CRM integration for?

Sales teams, marketers, and business owners managing pipeline data rely on this integration to eliminate manual entry and keep customer records completely up to date.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running lead generation campaigns via forms but your CRM records only update when someone manually exports submissions, so the conversion counts you're optimizing against are always hours behind — with this integration, every new submission lands in your CRM instantly and your campaign data stays current.
Sales representatives
You need to follow up with inbound prospects immediately, but waiting for manual form data transfers means you find out about hot leads far too late — this integration means every form entry creates a CRM contact right away so you can reach out while interest is high.
🤝
Account managers
You answer to clients and stakeholders who want to see steady progress on inbound inquiries, but scattered form submissions make pipeline reporting tedious — automating both apps means your CRM deals reflect accurate intake data without manual spreadsheet work.
📊
Operations teams
The volume of daily form submissions is too high for anyone to keep up by hand, leading to missed entries and disjointed customer records — this integration means every submission flows into your CRM automatically and reliably.
🎯
Sales development reps
You own the qualification step and depend on marketing forms to hand over prospect details, but manual handoffs cause friction and delays — connecting these apps means qualified leads appear in your pipeline instantly for immediate outreach.
🗂️
CRM administrators
You need a reliable history of all customer interactions and keep finding gaps caused by incomplete manual data entry — automating this workflow means every form submission and contact record is logged accurately from day one.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Formstack Forms + Teamwork CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Formstack Forms + Teamwork CRM 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Formstack Forms to Teamwork CRM?
Frequently Asked Questions
You can connect Formstack Forms and Teamwork CRM in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom sequences linking Gmail, Slack, and Google Sheets.
Can I automatically create a Teamwork CRM contact for every Formstack Forms submission?
Frequently Asked Questions
Can I connect Formstack Forms, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Teamwork CRM?
Frequently Asked Questions
How does Formstack Forms data transfer into Teamwork CRM?
Frequently Asked Questions
Can I update existing Teamwork CRM deals from form submissions?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Teamwork CRM?
Frequently Asked Questions
Is the Formstack Forms and Teamwork CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Formstack Forms or Teamwork CRM With 1500+ Other Apps

Formstack Forms
Popular Formstack Forms Integrations
Connect Formstack Forms with survey builders, form tools, and document apps to streamline data collection.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with billing systems, customer support platforms, and productivity tools to manage pipelines.