Teamwork CRM + Gist Integration

Integrate Gist to Teamwork CRM in one click, or tell Integrately AI how you want each contact handled. Create deals, log activities, update contact details, and trigger campaigns automatically.

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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
  • Gist
    Contact is created in Gist
  • Gist
    Tag is added to contact in Gist Instant
  • Gist
    Contact is updated in Gist
  • Gist
    Subscribed to a campaign in Gist Instant
  • Gist
    Unsubscribed from campaign in Gist Instant
  • Gist
    Tag is removed from contact in Gist Instant
  • Gist
    Performed an event in Gist Instant
  • Gist
    Form is created in Gist
  • Gist
    Campaign is created in Gist
Arrow Right
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
  • Gist
    Create or Update Contact in Gist
  • Gist
    Search contact in Gist
  • Gist
    Get contact by id in Gist
  • Gist
    Add tag to an existing contact in Gist
  • Gist
    Remove tag from existing contact in Gist
  • Gist
    Subscribe to a campaign in Gist
  • Gist
    Unsubscribe from a campaign in Gist
  • Gist
    Search campaign in Gist

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Ready Workflows Ready Workflows for Gist + Teamwork CRM Integration

Capture leads, create deals, log notes, update contact records, and trigger follow-up campaigns, all in just one click.

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

Create Teamwork CRM contact for new Gist contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Teamwork CRM contact and Gist contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Gist + Teamwork CRM Integration

Create Teamwork CRM deal for new Gist contact

This automation makes it easy to create new deals in Teamwork CRM when a new contact is created in Gist. Just connect your accounts, and every time a new contact is created in Gist, a new deal will automatically be created in Teamwork CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Teamwork CRM + Gist Integration

Create Gist contact for new Teamwork CRM contact

If you're using Teamwork CRM to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Teamwork CRM, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 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 Gist + Teamwork CRM flow

Sync marketing campaigns with email lists, capture bookings, alert your team, and log payments across your stack. Pick a combination and activate it in one click.

Teamwork CRM
Gist
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
G
T
M
Add every new Gist contact to your Teamwork CRM pipeline, and add the subscriber to your Mailchimp audience.
New Gist contacts immediately create a deal in Teamwork CRM and appear in Mailchimp as subscribers, so your sales and email lists stay perfectly in sync.
G
T
M
When a Gist campaign subscription starts, update your Teamwork CRM contact and send a welcome email in Mailchimp.
Subscribed Gist campaign leads automatically update your Teamwork CRM records while triggering an automated welcome email in Mailchimp.
G
T
M
Use ChatGPT to summarise Gist contact details, create a deal in Teamwork CRM, and add a subscriber in Mailchimp.
ChatGPT analyses new Gist contact information to format notes before creating a Teamwork CRM deal and updating Mailchimp.

Supported triggers and actions for Teamwork CRM and Gist

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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Gist
Gist Triggers & Actions
Contact is created in Gist
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Gist
Triggers the automation when a tag is added
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Contact is updated in Gist
Triggers the automation when a contact is updated
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Instant
Subscribed to a campaign in Gist
Triggers the automation when someone subscribes to a campaign
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Instant
Unsubscribed from campaign in Gist
Triggers the automation when any user submits form to opts out of future communications
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Instant
Tag is removed from contact in Gist
Triggers the automation when a tag is added
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Instant
Performed an event in Gist
Triggers the automation when an event is performed
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Form is created in Gist
Triggers the automation when a new form is created
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Campaign is created in Gist
Triggers the automation when a new campaign is created
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Create or Update Contact in Gist
Adds or update contact information
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Search contact in Gist
Finds and retrieves contact information
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Get contact by id in Gist
Retrieves a contact's information based on their id
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Add tag to an existing contact in Gist
Adds a tag to a contact
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Remove tag from existing contact in Gist
Untag the contact
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Subscribe to a campaign in Gist
Subscribes to a campaign
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Unsubscribe from a campaign in Gist
Removes user from the particular campaign's mailing list
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Search campaign in Gist
Searches for a campaign
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What can you automate with Gist + Teamwork CRM?

Streamline your entire customer journey by connecting Gist marketing triggers directly to Teamwork CRM sales pipelines.

What you can automate?
🚀
Create deals from new Gist contacts automatically
Whenever a contact is created in Gist, a new deal opens in Teamwork CRM instantly. Eliminate manual data entry and ensure every prospect enters your sales pipeline without delay.
📝
Capture every submitted form field and survey response
Map detailed Gist form answers and chat survey results straight into your Teamwork CRM records. Your sales team gets complete context on every inbound lead.
🔔
Alert your sales team the moment a lead arrives
Trigger instant team notifications whenever important Gist events occur or high-value contacts register. Ensure immediate follow-up on every qualified prospect.
🔀
Route deals based on submitted campaign tags
Apply conditional logic to direct specific Gist campaign subscribers into dedicated Teamwork CRM pipelines. Match leads to the right sales reps effortlessly.
🔄
Keep contact records updated as pipeline stages change
Synchronise data bidirectionally so that updates made in Teamwork CRM or Gist reflect across both platforms immediately. Maintain a single source of truth.
🔍
Search and update existing contacts without duplicates
Automatically check if a contact already exists in Teamwork CRM before creating a new entry. Prevent cluttered pipelines and redundant customer records.
🏷️
Handle later status changes and campaign unsubscriptions
Manage unsubscriptions, tag removals, and campaign updates smoothly across both tools. Keep your marketing lists and sales accounts accurate over time.
🔗
Extend your workflow with powerful third-party apps
Connect Gist and Teamwork CRM to Slack, Mailchimp, Calendly, or Stripe to build multi-step automations that span your entire business stack.
And much more...

Who is Gist + Teamwork CRM integration for?

Connecting Gist and Teamwork CRM eliminates manual data entry, bridging marketing automation and sales pipelines for fast-growing businesses.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Customer success leads
Customer success leads
Sales development reps
Sales development reps
RevOps specialists
RevOps specialists
📈
Performance marketers
You're running marketing campaigns across multiple channels but your sales tracking sheet only updates when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in your CRM instantly and your campaign data stays current.
Sales managers
You need your team to act fast on inbound leads, but contact notifications get trapped in marketing dashboards and reps find out about opportunities too late — integrating these apps means every form submission immediately opens a new deal in your sales pipeline so reps can engage prospects instantly.
🤝
Account executives
You answer to sales directors who want to see live pipeline progress, but customer details are split across support chat logs and CRM records — automating both apps means contact updates and deal stages stay perfectly synchronised so your reporting is always accurate.
📊
Customer success leads
The volume of inbound support chats and user surveys is too high for anyone to keep up with by hand, leaving valuable client feedback lost in separate tools — this integration means every chat submission and contact event automatically populates your CRM records without manual data entry.
🔄
Sales development reps
You own the outreach step of the pipeline and depend on marketing teams to hand over lead details before you can begin prospecting — connecting these apps means contact creation triggers instant deal assignments so you never wait around for manual lead handovers.
🗂️
RevOps specialists
You need a reliable customer history across your entire revenue stack, but disconnected tools keep leaving frustrating gaps in your audit trails — with this integration, every contact update, campaign subscription, and deal milestone flows seamlessly between systems without manual intervention.
Our team

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

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Why choose Integrately to automate Teamwork CRM + Gist

Build and manage your Teamwork CRM + Gist 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 + Gist 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 Gist to Teamwork CRM?
Frequently Asked Questions
You can connect Gist to Teamwork CRM in 1 click using ready templates or ask Integrately AI to build your custom automation. It links smoothly with tools like Mailchimp, Slack, and Calendly with 24/5 live chat support.
Can I automatically create a Teamwork CRM deal when a new contact is created in Gist?
Frequently Asked Questions
Can I connect Gist, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gist and Teamwork CRM?
Frequently Asked Questions
How does Gist data sync with Teamwork CRM?
Frequently Asked Questions
Can Teamwork CRM deal updates trigger Gist contact changes?
Frequently Asked Questions
Do I need coding skills to automate Gist and Teamwork CRM?
Frequently Asked Questions
Is the Gist and Teamwork CRM integration free?
Frequently Asked Questions
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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 Gist or Teamwork CRM With 1500+ Other Apps

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Teamwork CRM
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