Microsoft Dynamics 365 CRM + Teamwork Integration

Q: Can I automatically create Teamwork tasks from new Microsoft Dynamics 365 CRM leads?

Yes, you can turn every new lead in Microsoft Dynamics 365 CRM into a task in Teamwork automatically. Choose a ready automation or create a customized flow using Integrately AI.

Q: Can I connect Microsoft Dynamics 365 CRM, Teamwork, and Slack?

You can connect Microsoft Dynamics 365 CRM, Teamwork, and Slack together in a multi-step workflow. When a lead is created in Microsoft Dynamics 365 CRM, it creates a task in Teamwork and alerts your sales channel in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Teamwork?

Most alternatives charge high fees for multi-step flows, but Integrately provides 20 million+ ready automations, 1-click setup, and 24/5 live chat support for Microsoft Dynamics 365 CRM and Teamwork.

Q: How do contact updates in Microsoft Dynamics 365 CRM sync to Teamwork?

When a contact is updated in Microsoft Dynamics 365 CRM, the matching task in Teamwork updates automatically. You can start from the Microsoft Dynamics 365 CRM and Teamwork integration template.

Q: Can I track projects when an account is created in Microsoft Dynamics 365 CRM?

When an account is created in Microsoft Dynamics 365 CRM, a new project can be initiated in Teamwork automatically. Start from the Microsoft Dynamics 365 CRM and Teamwork integration.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and Teamwork?

No coding skills are required to connect Microsoft Dynamics 365 CRM and Teamwork. You can use pre-built templates or instruct Integrately AI in plain English.

Q: Is the Microsoft Dynamics 365 CRM and Teamwork integration free?

You can start the Microsoft Dynamics 365 CRM and Teamwork integration with a free forever plan on Integrately. Visit our pricing page for premium feature details.

Integrate Microsoft Dynamics 365 CRM to Teamwork in one click, or tell Integrately AI how you want each lead handled. Turn Microsoft Dynamics 365 CRM leads into Teamwork tasks, update project statuses, log time entries, and notify your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Task is created in Teamwork Instant
Task is updated in Teamwork Instant
Task is deleted in Teamwork Instant
Project is created in Teamwork Instant
Project is updated in Teamwork Instant
Project is deleted in Teamwork Instant
Card is created in Teamwork Instant
Task List is created in Teamwork Instant
Risk is created in Teamwork Instant
Message reply is created in Teamwork Instant
Calendar event is created in Teamwork Instant
Calendar event reminder is sent in Teamwork Instant
Person is created in Teamwork Instant
Time entry is created in Teamwork Instant
Message is created in Teamwork Instant
Milestone is created in Teamwork Instant
Notebook is created in Teamwork Instant
Invoice is created in Teamwork Instant
Company is created in Teamwork Instant
Status is created in Teamwork Instant
Expense is created in Teamwork Instant
Column is created in Teamwork Instant
Comment is created in Teamwork Instant
Link is created in Teamwork Instant

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Create Task in Teamwork
Search task in Teamwork
Mark task complete in Teamwork
Update task in Teamwork
Create task comment in Teamwork
Create project category in Teamwork
Move board card in Teamwork
Create message category in Teamwork
Create message reply in Teamwork
Create board column in Teamwork
Create calendar event type in Teamwork
Create link category in Teamwork
Create notebook category in Teamwork
Create notebook in Teamwork
Create notebook comment in Teamwork
Move task list from template in Teamwork
Add task list from template in Teamwork
Search notebook in Teamwork
Search Task comment in Teamwork
Search file comment in Teamwork
Search notebook comment in Teamwork
Search milestone comment in Teamwork
Create file category in Teamwork
Create company in Teamwork
Search company in Teamwork
Create calendar event in Teamwork
Search event in Teamwork
Create person in Teamwork
Add people to project in Teamwork
Search person in Teamwork
Create project in Teamwork
Search project in Teamwork
Create time entry on project in Teamwork
Create time entry on task in Teamwork
Create message in Teamwork
Search message in Teamwork
Create status in Teamwork
Upload file to project in Teamwork
Search file in Teamwork
Create expense in Teamwork
Create milestone in Teamwork
Create milestone comment in Teamwork
Search milestone in Teamwork
Create task list in Teamwork
Search task list in Teamwork
Create invoice in Teamwork
Create link in Teamwork
Create link comment in Teamwork
Search link in Teamwork

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Teamwork Integration

Create tasks from new leads, schedule projects from accounts, update task statuses, log time entries, and track deliverables, all in just one click.

Create Teamwork task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Create Task in Teamwork

Microsoft Dynamics 365 CRM + Teamwork Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Update task in Teamwork

Microsoft Dynamics 365 CRM + Teamwork Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Create Task in Teamwork

Microsoft Dynamics 365 CRM + Teamwork Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Update task in Teamwork

Microsoft Dynamics 365 CRM + Teamwork Integration

Activate

When Task is updated in Teamwork > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Teamwork + Microsoft Dynamics 365 CRM Integration

Activate

When Task is updated in Teamwork > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Teamwork + Microsoft Dynamics 365 CRM Integration

Activate

Create Teamwork task for updated Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + Teamwork Integration

Activate

1of1

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

Connect more apps to your Microsoft Dynamics 365 CRM + Teamwork flow

Capture leads and pipe them into project boards while notifying your team and sending follow-up emails. Pick a combination and activate it in one click.

Salesforce (4)

Slack (4)

HubSpot (4)

Gmail (4)

Mailchimp (4)

Calendly (4)

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and add a contact in Salesforce.

New Microsoft Dynamics 365 CRM leads instantly generate a Teamwork task and a Salesforce contact without manual data entry.

When a Microsoft Dynamics 365 CRM contact is updated, update the task in Teamwork and update the record in Salesforce.

Contact updates in Microsoft Dynamics 365 CRM immediately reflect across Teamwork tasks and Salesforce records.

When an account is created in Microsoft Dynamics 365 CRM, create a project in Teamwork and add an account in Salesforce.

New accounts in Microsoft Dynamics 365 CRM automatically kick off project workspaces in Teamwork and records in Salesforce.

When a case is created in Microsoft Dynamics 365 CRM, create a task in Teamwork and log a case in Salesforce.

Support cases in Microsoft Dynamics 365 CRM instantly create action items in Teamwork and logs in Salesforce.

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and notify your sales channel in Slack.

New Microsoft Dynamics 365 CRM leads automatically generate a Teamwork task while alerting your Slack sales channel.

When an opportunity is created in Microsoft Dynamics 365 CRM, create a project in Teamwork and announce it in Slack.

New sales opportunities in Microsoft Dynamics 365 CRM trigger Teamwork project creation and a Slack announcement.

When a case is updated in Microsoft Dynamics 365 CRM, update the task in Teamwork and alert your support channel in Slack.

Support case updates in Microsoft Dynamics 365 CRM update Teamwork tasks and notify your Slack support channel.

When a sales order is created in Microsoft Dynamics 365 CRM, create an invoice in Teamwork and notify finance in Slack.

Sales orders in Microsoft Dynamics 365 CRM generate invoices in Teamwork and notify your finance team on Slack.

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and add a contact in HubSpot.

New Microsoft Dynamics 365 CRM leads automatically create Teamwork tasks and sync contacts to HubSpot.

When a Microsoft Dynamics 365 CRM contact is updated, update the task in Teamwork and update the contact in HubSpot.

Contact modifications in Microsoft Dynamics 365 CRM update Teamwork tasks and sync changes to HubSpot.

When an account is created in Microsoft Dynamics 365 CRM, create a project in Teamwork and add a company in HubSpot.

New accounts in Microsoft Dynamics 365 CRM generate Teamwork projects and create company records in HubSpot.

When an opportunity is created in Microsoft Dynamics 365 CRM, create a task in Teamwork and create a deal in HubSpot.

New opportunities in Microsoft Dynamics 365 CRM create Teamwork tasks and establish deals in HubSpot.

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and send a confirmation email in Gmail.

New Microsoft Dynamics 365 CRM leads automatically generate Teamwork tasks and send welcome emails via Gmail.

When an opportunity is updated in Microsoft Dynamics 365 CRM, update the task in Teamwork and send an update email in Gmail.

Opportunity changes in Microsoft Dynamics 365 CRM update Teamwork tasks and email stakeholders via Gmail.

When a case is created in Microsoft Dynamics 365 CRM, create a task in Teamwork and email the customer in Gmail.

Support cases in Microsoft Dynamics 365 CRM open Teamwork tasks and send acknowledgment emails through Gmail.

When a sales order is created in Microsoft Dynamics 365 CRM, create an invoice in Teamwork and email the receipt in Gmail.

Sales orders in Microsoft Dynamics 365 CRM generate Teamwork invoices and dispatch receipts via Gmail.

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and add the subscriber in Mailchimp.

New Microsoft Dynamics 365 CRM leads generate Teamwork tasks and subscribe contacts to Mailchimp lists.

When a Microsoft Dynamics 365 CRM contact is updated, update the task in Teamwork and update the subscriber in Mailchimp.

Contact changes in Microsoft Dynamics 365 CRM update Teamwork tasks and sync subscriber data in Mailchimp.

When an account is created in Microsoft Dynamics 365 CRM, create a project in Teamwork and add a subscriber in Mailchimp.

New accounts in Microsoft Dynamics 365 CRM start Teamwork projects and add contacts to Mailchimp marketing lists.

When an opportunity is created in Microsoft Dynamics 365 CRM, create a task in Teamwork and add a subscriber in Mailchimp.

New opportunities in Microsoft Dynamics 365 CRM create Teamwork tasks and add prospects to Mailchimp campaigns.

Create a Teamwork task when a Microsoft Dynamics 365 CRM lead is created, and schedule an event in Calendly.

New Microsoft Dynamics 365 CRM leads generate Teamwork tasks and initiate Calendly scheduling links.

When an opportunity is created in Microsoft Dynamics 365 CRM, create a project in Teamwork and create an event in Calendly.

New opportunities in Microsoft Dynamics 365 CRM set up Teamwork projects and schedule kickoff meetings via Calendly.

When a case is created in Microsoft Dynamics 365 CRM, create a task in Teamwork and schedule a consultation in Calendly.

Support cases in Microsoft Dynamics 365 CRM open Teamwork tasks and schedule resolution calls in Calendly.

When a contact is updated in Microsoft Dynamics 365 CRM, update the task in Teamwork and create an event in Calendly.

Contact updates in Microsoft Dynamics 365 CRM modify Teamwork tasks and schedule follow-up meetings in Calendly.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Teamwork

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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Teamwork Triggers & Actions

Instant

Task is created in Teamwork

Triggers the automation when a new task is added

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Instant

Task is updated in Teamwork

Triggers the automation when any task is modified

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Instant

Task is deleted in Teamwork

Triggers the automation when any task is deleted

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Instant

Project is created in Teamwork

Triggers the automation when a new project is created

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Instant

Project is updated in Teamwork

Triggers the automation when a project is updated

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Instant

Project is deleted in Teamwork

Triggers the automation when a project is deleted

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Instant

Card is created in Teamwork

Triggers the automation when a new card is created

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Instant

Task List is created in Teamwork

Triggers the automation when a new task list is created

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Instant

Risk is created in Teamwork

Triggers the automation when a risk is created

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Instant

Message reply is created in Teamwork

Triggers the automation when a message is replied to

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Instant

Calendar event is created in Teamwork

Triggers the automation when a new event is created in a calendar

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Instant

Calendar event reminder is sent in Teamwork

Triggers the automation when a reminder is sent for the upcoming calendar event

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Instant

Person is created in Teamwork

Triggers the automation when a new person is created

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Instant

Time entry is created in Teamwork

Triggers the automation when a new time entry is created

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Instant

Message is created in Teamwork

Triggers the automation when a new message is created

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Instant

Milestone is created in Teamwork

Triggers the automation when a new milestone is created

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Instant

Notebook is created in Teamwork

Triggers the automation when a new notebook is created

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Instant

Invoice is created in Teamwork

Triggers the automation when a new invoice is added

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Instant

Company is created in Teamwork

Triggers the automation when a new company is created

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Instant

Status is created in Teamwork

Triggers the automation when a new status is created

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Instant

Expense is created in Teamwork

Triggers the automation when a new expense is added

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Instant

Column is created in Teamwork

Triggers the automation when a new event or workout session is scheduled

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Instant

Comment is created in Teamwork

Triggers the automation when a comment is added

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Instant

Link is created in Teamwork

Triggers the automation when a new link is added

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Create Task in Teamwork

Creates a new task

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Search task in Teamwork

Searches for a task

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Mark task complete in Teamwork

Marks the task as completed

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Update task in Teamwork

Updates the task with new information or changes

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Create task comment in Teamwork

Adds comment to a task

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Create project category in Teamwork

Creates a new project category

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Move board card in Teamwork

Relocates a particular card within a project board

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Create message category in Teamwork

Creates a new message category

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Create message reply in Teamwork

Generates a reply message

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Create board column in Teamwork

Sets up a new column in the board layout

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Create calendar event type in Teamwork

Adds a new event type in the particular calendar

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Create link category in Teamwork

Organize and categorize related links

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Create notebook category in Teamwork

Creates a new notebook category

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Create notebook in Teamwork

Generates a new notebook to organize information

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Create notebook comment in Teamwork

Creates a new comment in a notebook

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Move task list from template in Teamwork

Transfer selected tasks from a template to the corresponding task list

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Add task list from template in Teamwork

Generates a task list based on a pre-existing template

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Search notebook in Teamwork

Searches for a notebook

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Search Task comment in Teamwork

Searches for a task comment

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Search file comment in Teamwork

Searches and retrieve comments from a file

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Search notebook comment in Teamwork

Searches for a notebook comment

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Search milestone comment in Teamwork

Searches for a milestone comment

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Create file category in Teamwork

Generates a new file category based on predetermined criteria

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Create company in Teamwork

Generates a new company profile with given details

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Search company in Teamwork

Finds information about a company

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Create calendar event in Teamwork

Adds a new event to the calendar

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Search event in Teamwork

Conduct a search for events based on particular criteria

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Create person in Teamwork

Generates a new person

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Add people to project in Teamwork

Populate project members based on predefined criteria

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Search person in Teamwork

Retrieves information about a person

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Create project in Teamwork

Creates a new project

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Search project in Teamwork

Searches for a project

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Create time entry on project in Teamwork

Log time spent on a project

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Create time entry on task in Teamwork

Logs the time spent on a task

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Create message in Teamwork

Generates a new message

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Search message in Teamwork

Searches for a message

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Create status in Teamwork

Generates a new status update

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Upload file to project in Teamwork

Transfer files to the designated project folder

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Search file in Teamwork

Searches for a file

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Create expense in Teamwork

Generates a new expense record

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Create milestone in Teamwork

Creates a milestone to track progress

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Create milestone comment in Teamwork

Adds a new comment to a milestone

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Search milestone in Teamwork

Searches for a milestone

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Create task list in Teamwork

Creates a new task list

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Search task list in Teamwork

Searches for a task list

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Create invoice in Teamwork

Generates invoices for sales transactions

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Create link in Teamwork

Generates a new link that redirects to a destination

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Create link comment in Teamwork

Adds a new comment to a link

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Search link in Teamwork

Searches for a link

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What can you automate with Microsoft Dynamics 365 CRM + Teamwork?

Streamline your operations by automatically turning CRM records into actionable project tasks and tracking deliverables in real time.

Get Started For Free

🚀

Turn new leads into project tasks automatically

Capture every lead created in Microsoft Dynamics 365 CRM and instantly generate corresponding tasks in Teamwork so your delivery team can begin work immediately.

📋

Map all custom fields and submitted details

Transfer comprehensive contact and account data from Microsoft Dynamics 365 CRM into Teamwork task descriptions and custom fields without manual copy-pasting.

🔔

Notify your team the moment a deal closes

Alert project managers and sales reps instantly via chat or email whenever a new opportunity or sales order is registered in Microsoft Dynamics 365 CRM.

🔀

Route tasks based on specific account criteria

Direct tasks to different Teamwork project boards or assignees depending on the tier, industry, or region specified in your Microsoft Dynamics 365 CRM account.

🔄

Keep project status synchronized with CRM updates

Automatically update Teamwork task statuses and project milestones whenever corresponding cases or opportunities change in Microsoft Dynamics 365 CRM.

🛡️

Prevent duplicate records across your workflow

Search existing entries before creating new projects or contacts, ensuring your Teamwork workspaces remain clean and organized.

💳

Automate billing when sales orders are placed

Generate invoices and financial entries in Teamwork the moment a new sales order or contract is approved in Microsoft Dynamics 365 CRM.

🌐

Extend your workflow to external collaboration tools

Connect your core Microsoft Dynamics 365 CRM and Teamwork pipeline with Slack, HubSpot, or Gmail to keep all communication channels informed.

And much more...

Who is Microsoft Dynamics 365 CRM + Teamwork integration for?

Connecting Microsoft Dynamics 365 CRM and Teamwork eliminates manual handoffs, keeping sales pipelines and project delivery teams fully aligned without duplicate data entry.

Sales managers

Project coordinators

Client success teams

Operations directors

Support leads

Account executives

📈

Sales managers

You're tracking pipeline metrics in Microsoft Dynamics 365 CRM but delivery timelines live elsewhere, so your performance reports are always outdated — automating both apps means every new lead or opportunity updates your project boards instantly and keeps your metrics accurate.

⚡

Project coordinators

You need to kick off tasks immediately when deals close, but manual handoffs cause delays and missed project steps — this integration means every new Microsoft Dynamics 365 CRM opportunity automatically generates project workspaces and tasks in Teamwork without waiting.

🤝

Client success teams

You answer to clients asking for status updates while your CRM data sits disconnected from project deliverables — connecting these apps means your team views unified account history and task progress in one place.

📊

Operations directors

The volume of incoming leads and accounts is too high for manual entry, leading to frequent data discrepancies — automating both apps means high-volume records sync across systems reliably without human error.

🔧

Support leads

You depend on sales teams to hand over customer context when cases arise, but details often fall through the cracks — this integration means every support case in Microsoft Dynamics 365 CRM instantly opens a tracked task in Teamwork for rapid resolution.

📁

Account executives

You need a reliable audit trail of client activities, but keeping both systems updated manually leaves gaps in your history — automating both apps means every contact update and sales order maintains a pristine, complete record.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Teamwork

Build and manage your Microsoft Dynamics 365 CRM + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Teamwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Teamwork?

You can connect Microsoft Dynamics 365 CRM to Teamwork in just one click using ready-made templates or by asking Integrately AI to build the workflow. It also integrates seamlessly with Salesforce, Slack, and HubSpot.

Can I automatically create Teamwork tasks from new Microsoft Dynamics 365 CRM leads?

Can I connect Microsoft Dynamics 365 CRM, Teamwork, and Slack?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Teamwork?

How do contact updates in Microsoft Dynamics 365 CRM sync to Teamwork?

Can I track projects when an account is created in Microsoft Dynamics 365 CRM?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Teamwork?

Is the Microsoft Dynamics 365 CRM and Teamwork integration free?

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 Microsoft Dynamics 365 CRM or Teamwork With 1500+ Other Apps

Popular Microsoft Dynamics 365 CRM Integrations

Connect Microsoft Dynamics 365 CRM to customer support, email marketing, and billing platforms to streamline client management.

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Microsoft Dynamics 365 CRM Integrations

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Popular Teamwork Integrations

Sync Teamwork with time-tracking, document collaboration, and communication tools to enhance team productivity.

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Teamwork Integrations

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Microsoft Dynamics 365 CRM + Teamwork Integration

Integrate Microsoft Dynamics 365 CRM to Teamwork in one click, or tell Integrately AI how you want each lead handled. Turn Microsoft Dynamics 365 CRM leads into Teamwork tasks, update project statuses, log time entries, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Teamwork Integration

Create tasks from new leads, schedule projects from accounts, update task statuses, log time entries, and track deliverables, all in just one click.

Create Teamwork task for new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Create Task in Teamwork

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Update task in Teamwork

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Create Task in Teamwork

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Update task in Teamwork

When Task is updated in Teamwork > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Task is updated in Teamwork > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Create Teamwork task for updated Microsoft Dynamics 365 CRM contact

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

Connect more apps to your Microsoft Dynamics 365 CRM + Teamwork flow

Capture leads and pipe them into project boards while notifying your team and sending follow-up emails. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Teamwork?

Streamline your operations by automatically turning CRM records into actionable project tasks and tracking deliverables in real time.

Who is Microsoft Dynamics 365 CRM + Teamwork integration for?

Connecting Microsoft Dynamics 365 CRM and Teamwork eliminates manual handoffs, keeping sales pipelines and project delivery teams fully aligned without duplicate data entry.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Teamwork

Build and manage your Microsoft Dynamics 365 CRM + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Teamwork With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Teamwork Integration

Integrate Microsoft Dynamics 365 CRM to Teamwork in one click, or tell Integrately AI how you want each lead handled. Turn Microsoft Dynamics 365 CRM leads into Teamwork tasks, update project statuses, log time entries, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Teamwork Integration

Create tasks from new leads, schedule projects from accounts, update task statuses, log time entries, and track deliverables, all in just one click.

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

Connect more apps to your Microsoft Dynamics 365 CRM + Teamwork flow

Capture leads and pipe them into project boards while notifying your team and sending follow-up emails. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Teamwork?

Streamline your operations by automatically turning CRM records into actionable project tasks and tracking deliverables in real time.

Who is Microsoft Dynamics 365 CRM + Teamwork integration for?

Connecting Microsoft Dynamics 365 CRM and Teamwork eliminates manual handoffs, keeping sales pipelines and project delivery teams fully aligned without duplicate data entry.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Teamwork

Build and manage your Microsoft Dynamics 365 CRM + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Teamwork With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click