Create Teamwork CRM note for new Microsoft Teams message
Microsoft Teams + Teamwork CRM Integration
Microsoft Teams + Teamwork CRM Integration
Integrate Microsoft Teams to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Track sales pipelines, notify your team about new opportunities, create channels, and update records automatically.
Free forever.Use premium features free for 14 days.1.
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
Company is created in Teamwork CRM Instant- Contact is created in Teamwork CRM Instant
- Deal is created in Teamwork CRM Instant
- Deal is updated in Teamwork CRM Instant
- Deal is deleted in Teamwork CRM Instant
- Activity is created in Teamwork CRM Instant
- Activity is updated in Teamwork CRM Instant
- Activity is deleted in Teamwork CRM Instant
- Note is created in Teamwork CRM Instant
- File is created in Teamwork CRM Instant
2.
- Get chat message in Microsoft Teams
- Search user in Microsoft Teams
- Send channel message in Microsoft Teams
- Send chat message in Microsoft Teams
- Create channel in Microsoft Teams
- Search channel in Microsoft Teams
- Create online meeting in Microsoft Teams
- Get user by ID in Microsoft Teams
- Create deal in Teamwork CRM
- Search deal in Teamwork CRM
- Create contact in Teamwork CRM
- Search contact in Teamwork CRM
- Create company in Teamwork CRM
- Search company in Teamwork CRM
- Create note in Teamwork CRM
- Create activity in Teamwork CRM
- Search activity in Teamwork CRM
- Create pipeline in Teamwork CRM
- Create stage in Teamwork CRM
- Search country in Teamwork CRM
- Search user in Teamwork CRM
- Create product in Teamwork CRM
- Search product in Teamwork CRM
Trusted by experts at...
Ready Workflows for Microsoft Teams + Teamwork CRM Integration
Notify your team when a deal is created, create channels for new clients, log activities, and alert colleagues about deal updates, all in just one click.
Most popular automations
Create Teamwork CRM note for new Microsoft Teams message
Microsoft Teams + Teamwork CRM Integration
Share updated Teamwork CRM deal via Microsoft Teams message
Teamwork CRM + Microsoft Teams Integration
Send Microsoft Teams message for new Teamwork CRM contact
Anytime a new contact is added to your Teamwork CRM, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Teamwork CRM - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Teamwork CRM - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Send Microsoft Teams message for new Teamwork CRM deal
Whenever a new deal is created in your Teamwork CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Teams message ensures that everyone knows about the new deal and can provide input on the best way to move forward.
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Teamwork CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Teamwork CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send Microsoft Teams message for new Teamwork CRM company
Teamwork CRM + Microsoft Teams Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Teams + Teamwork CRM flow
Connect marketing, scheduling, and project tools to route deal data, schedule kickoff meetings, and manage follow-ups across your entire stack. Pick a combination and activate it in one click.
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Hubspot (6)
Hubspot (6) +
Salesforce (6)
Salesforce (6) +
Pipedrive (6)
Pipedrive (6) +
Zoom (6)
Zoom (6) +
Asana (6)
Asana (6) +
Google Calendar (6)
Google Calendar (6) T
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Create a contact in HubSpot when a new deal is created in Teamwork CRM, and notify your sales team in Microsoft Teams
New Teamwork CRM deals instantly generate matching contacts in HubSpot while your sales channel gets notified in Microsoft Teams, eliminating manual data entry.
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Create a deal in HubSpot when a contact is created in Teamwork CRM, and post an update in Microsoft Teams
Every new Teamwork CRM contact triggers a matching deal in HubSpot and alerts your team in Microsoft Teams, ensuring swift follow-up.
T
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When a Teamwork CRM deal is updated, create a note in HubSpot and post the update in Microsoft Teams
Deal changes in Teamwork CRM immediately update your HubSpot notes and alert your Microsoft Teams channel for complete alignment.
T
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If a Teamwork CRM company is created, create a contact in HubSpot and alert your account team in Microsoft Teams
New company profiles in Teamwork CRM automatically establish HubSpot contacts and notify your account managers in Microsoft Teams.
T
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Use Claude to summarise every new Teamwork CRM deal note, create a contact in HubSpot, and post the brief in Microsoft Teams
Claude analyzes Teamwork CRM deal notes, populates HubSpot contacts, and delivers concise summaries straight to Microsoft Teams.
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When a Teamwork CRM deal is created, create a contact in HubSpot, create an online meeting in Microsoft Teams, and notify the reps
New deals in Teamwork CRM trigger HubSpot contact creation, schedule an online meeting in Microsoft Teams, and alert the sales team.
Supported triggers and actions for Microsoft Teams and Teamwork CRM
Mix and match to build the exact automation you need
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it → Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it → New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it → 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
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
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it → What can you automate with Microsoft Teams + Teamwork CRM?
Streamline your sales pipeline and team communication with powerful automated workflows.
🚀
Automate deal notifications across channels
Send instant Microsoft Teams channel messages whenever a new deal is created or updated in Teamwork CRM. Keep your entire sales department aligned without manual announcements.
📋
Capture every submitted contact detail
Extract all contact attributes and company information from Teamwork CRM records and sync them directly into your messaging workflows and collaborative spaces.
🔔
Alert the right representative instantly
Route direct chat messages to specific team members in Microsoft Teams the moment an assigned deal or activity requires immediate attention.
🔀
Route workflows based on deal values
Trigger different actions depending on deal size or tier submitted in Teamwork CRM, ensuring enterprise accounts receive priority internal routing.
🔄
Keep collaborative spaces up to date
Automatically update channel notifications and meeting schedules as deal stages progress through your Teamwork CRM pipeline.
🛡️
Prevent duplicate records and entries
Search existing database entries before creating new records, ensuring your Teamwork CRM and communication channels remain clean and organized.
⏱️
Handle later status changes seamlessly
Trigger automated follow-up messages and activity logs whenever a deal is won, lost, or moved to a new pipeline stage.
🔌
Extend flows into your project tools
Connect your core sales pipeline to supporting tools like Asana or Zoom to automatically schedule kickoff calls and create onboarding tasks.
And much more...
Who is Microsoft Teams + Teamwork CRM integration for?
Sales leaders, account executives, and operations professionals rely on this integration to eliminate manual data entry, streamline team communication, and keep pipelines synchronized.
Sales directors
Account executives
Client success managers
Sales operations specialists
Project coordinators
Revenue operations leads
📈
Sales directors
You're reviewing pipeline reports in Microsoft Teams but your deal stages in Teamwork CRM only update when someone manually exports records, so the revenue forecasts you're presenting are always a few hours behind — with this integration, every deal change updates instantly and your data stays current.
⚡
Account executives
You need to act fast when a new high-value lead arrives, but you find out too late because notifications get buried across disconnected apps — with this integration, every new contact triggers an immediate channel alert and your follow-up speed improves dramatically.
🤝
Client success managers
You answer to key stakeholders who want to see immediate onboarding progress after a deal closes, but gathering updates requires jumping between platforms — with this integration, every closed deal automatically notifies your team and keeps stakeholders fully informed.
📊
Sales operations specialists
The volume of new accounts and deals is too high for anyone to keep up by hand, leading to missed notes and inconsistent CRM records — with this integration, every interaction is logged automatically and your database remains flawlessly organized.
🔄
Project coordinators
You own the delivery phase and depend on sales reps to hand over deal details from Teamwork CRM, but manual handoffs frequently drop critical information — with this integration, every deal creation directly initiates your project workflow without manual delays.
📁
Revenue operations leads
You need a reliable audit history of every deal modification and keep finding gaps in your communication logs — with this integration, every status change is captured accurately across both platforms.
Did you know?
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Why choose Integrately to automate Microsoft Teams + Teamwork CRM
Build and manage your Microsoft Teams + Teamwork CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Teams + Teamwork CRM 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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Microsoft Teams to Teamwork CRM?
You can connect Microsoft Teams to Teamwork CRM instantly using 1-click ready workflows or ask Integrately AI to build custom automations with apps like Hubspot, Salesforce, and Asana.
Can I automatically notify my team in Microsoft Teams when a new deal is created in Teamwork CRM?
Can I connect Microsoft Teams, Teamwork CRM, and Google Calendar?
What is a good Zapier alternative for Microsoft Teams and Teamwork CRM?
How does Microsoft Teams handle messages and channel updates in this integration?
Can Teamwork CRM trigger automatic updates in other apps?
Do I need coding skills to automate Microsoft Teams and Teamwork CRM?
Is the Microsoft Teams and Teamwork CRM integration free?
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