Lexware + Teamwork CRM Integration

Integrate Lexware to Teamwork CRM in one click, or tell Integrately AI how you want each invoice handled. Create deals in Teamwork CRM, sync contact details, generate invoices, and keep your pipeline updated automatically.

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1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • 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.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • 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 Lexware + Teamwork CRM Integration

Create deals from invoices, sync contacts, update quotations, route team tasks, and keep your accounting aligned, all in just one click.

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

Create Teamwork CRM deal for new Lexware contact

This automation makes it easy to create new deals in Teamwork CRM when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, 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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Lexware + Teamwork CRM Integration

Create Teamwork CRM contact for new Lexware 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 Lexware 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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Teamwork CRM + Lexware Integration

Create Lexware contact for new Teamwork CRM contact

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

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

Sync accounting records to your CRM, notify your team about new deals, log data in sheets, and trigger follow-up tasks. Pick a combination and activate it in one click.

Lexware
Teamwork CRM
+
PipedrivePipedrive (3)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
L
P
T
Create a Pipedrive deal for every new Lexware invoice, and generate a deal in Teamwork CRM
New Lexware invoices automatically create deals in Pipedrive and Teamwork CRM, keeping all sales and billing platforms synchronized.
P
L
T
When a Pipedrive deal is won, create an invoice in Lexware and update the deal in Teamwork CRM
Won deals in Pipedrive instantly generate Lexware invoices and update Teamwork CRM records, streamlining your order-to-cash process.
T
P
L
Create a Pipedrive contact for every new Teamwork CRM contact, and generate a quotation in Lexware
New contacts in Teamwork CRM automatically sync to Pipedrive and create quotations in Lexware for immediate sales follow-up.

Supported triggers and actions for Lexware and Teamwork CRM

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it →
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
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Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
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Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it →
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it →
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
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Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Create contact in Lexware
Adds a new contact to the database
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Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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Create a quotation in Lexware
Creates a new workspace
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Search article by number in Lexware
Retrieves information about a specific article
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Update article in Lexware
Modifies an existing article
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Create confirmation order in Lexware
Creates a confirmation order
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Get invoice by ID in Lexware
Generates a new invoice
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Create delivery note in Lexware
Creates a new delivery note
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
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Create article in Lexware
Adds a new article to the database
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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
Try it →
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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What can you automate with Lexware + Teamwork CRM?

Streamline your order-to-cash workflow by syncing financial records, sales deals, and customer contacts across Lexware and Teamwork CRM automatically.

What you can automate?
🔄
Create Teamwork CRM deals from Lexware invoices
Generate a new deal in Teamwork CRM automatically whenever an invoice or quotation is created in Lexware. Keep your sales pipeline updated without manual exports.
📋
Capture every contact and line item detail
Transfer complete customer profiles, addresses, and item data between Lexware and Teamwork CRM. Ensure every field matches across your systems.
🔔
Alert your team instantly on deal creation
Notify sales and finance team members the moment a new quotation status changes or an invoice is generated, keeping everyone informed of progress.
🔀
Route deals based on invoice value or status
Set up conditional automation rules that handle high-value Lexware invoices differently in Teamwork CRM, routing them to senior account managers automatically.
🔄
Keep records updated as statuses change
Update existing Teamwork CRM deals automatically whenever Lexware invoice statuses, quotations, or customer contact details are modified.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Lexware before creating a new one, updating existing customer records with fresh information from Teamwork CRM.
Manage later status changes and payments
Trigger workflow updates when Lexware credit notes, delivery notes, or voucher statuses change, reflecting the final financial outcome in Teamwork CRM.
🔌
Extend your workflow with Slack notifications
Connect Lexware and Teamwork CRM triggers to Slack to post instant team updates whenever a major financial document or sales deal is processed.
And much more...

Who is Lexware + Teamwork CRM integration for?

Sales reps, finance managers, and business owners who need to connect accounting records with sales pipelines can eliminate manual data entry entirely.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Billing specialists
Billing specialists
Sales operations specialists
Sales operations specialists
Business owners
Business owners
📊
Finance managers
You're tracking revenue through Lexware invoices while your team logs pipeline stages in Teamwork CRM, but financial reports only match sales numbers after hours of manual reconciliation — this integration means every invoice automatically aligns with its CRM deal and your revenue data stays current.
Sales representatives
You're closing deals in Teamwork CRM and waiting for finance to set up accounts in Lexware, but delays leave you chasing invoice statuses when clients ask for payment details — with this integration, billing records generate instantly the moment a deal converts so you never miss a beat.
🤝
Account managers
You're managing client relationships in Teamwork CRM while billing details live in Lexware, but client inquiries about quotation statuses require digging through separate systems — automating both apps means your team views unified customer histories and answers client questions instantly.
📑
Billing specialists
You're manually copying customer contact details from Teamwork CRM into Lexware as order volumes spike, but manual entry errors lead to incorrect invoices and delayed payments — this integration means every new deal automatically creates accurate contacts and invoices without double-handling.
⚙️
Sales operations specialists
You're handing off won deals from Teamwork CRM to the finance team for Lexware invoicing, but communication gaps cause bottlenecks in order fulfillment — connecting these apps means won deals immediately trigger the correct billing workflow and handoffs happen seamlessly.
🏢
Business owners
You're overseeing sales growth in Teamwork CRM and tracking cash flow in Lexware, but fragmented records leave blind spots in your business reporting — automating both apps means complete, gap-free audit trails connect every sales opportunity directly to its financial outcome.
Our team

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Why choose Integrately to automate Lexware + Teamwork CRM

Build and manage your Lexware + 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 Lexware + 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.
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How Integrately Works?

1
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2
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 Lexware to Teamwork CRM?
Frequently Asked Questions
You can connect Lexware to Teamwork CRM in just one click using ready templates or Integrately AI. With 42,000+ active users, setting up your integration takes minutes with no coding required.
Can I automatically create Teamwork CRM deals from Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Teamwork CRM?
Frequently Asked Questions
How does Lexware handle contact and invoice data in automations?
Frequently Asked Questions
Can Teamwork CRM trigger updates to Lexware quotation statuses?
Frequently Asked Questions
Do I need coding skills to set up Lexware and Teamwork CRM automations?
Frequently Asked Questions
Is the Lexware and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Teamwork CRM With 1500+ Other Apps

Lexware
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email marketing, customer support, and lead generation apps to streamline your sales funnel.