OnePageCRM + Teamwork Integration

Q: Can I automatically create Teamwork tasks when new OnePageCRM contacts are added?

New contacts added in OnePageCRM can instantly generate corresponding project tasks in Teamwork using a ready automation in one click.

Q: Can I connect OnePageCRM, Teamwork, and Slack?

All three apps work together seamlessly to sync contacts, create tasks, and notify your team in Slack alongside 1,500+ other apps.

Q: What is a good Zapier alternative for OnePageCRM and Teamwork?

Integrately provides 1-click automations, 20 million+ templates, and 24/5 live chat support as a reliable alternative for most alternatives.

Q: How are contact updates handled between OnePageCRM and Teamwork?

Contact updates in OnePageCRM automatically trigger corresponding task modifications in Teamwork using ready automation templates.

Q: Can task completions in Teamwork update OnePageCRM records?

Completed tasks in Teamwork automatically log notes and update contact histories in OnePageCRM through ready workflows.

Q: Do I need coding skills to automate OnePageCRM and Teamwork?

No coding skills are required to connect OnePageCRM and Teamwork, thanks to ready templates and Integrately AI.

Q: Is the OnePageCRM and Teamwork integration free?

The OnePageCRM and Teamwork integration includes a free forever plan available for users starting with ready workflows.

Integrate OnePageCRM to Teamwork in one click, or tell Integrately AI how you want each contact handled. Create tasks, update project timelines, notify your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Contact is updated in OnePageCRM
Deal is updated in OnePageCRM
Contact is created in OnePageCRM
Pending deal is created in OnePageCRM
Deal is won in OnePageCRM
Action is created in OnePageCRM
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 contact in OnePageCRM
Add note to a contact in OnePageCRM
Create note attachment in OnePageCRM
Search contact by name in OnePageCRM
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 OnePageCRM + Teamwork Integration

Capture contacts, organise leads, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new OnePageCRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Teamwork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within OnePageCRM? Well now there is!

With our integration between OnePageCRM and Teamwork, creating task in Teamwork is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in Teamwork to keep your team up-to-date.

Activate

Create Teamwork task for new OnePageCRM contact

OnePageCRM and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in OnePageCRM, 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

1of1

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

Connect more apps to your OnePageCRM + Teamwork flow

Sync your CRM and project management workflows with messaging, support, email, and billing tools to keep teams aligned. Pick a combination and activate it in one click.

Gmail (4)

Slack (4)

Calendly (3)

Stripe (3)

Xero (3)

Trello (3)

Send a welcome email in Gmail for every new OnePageCRM contact, and create a tracking task in Teamwork

New OnePageCRM contacts receive an instant welcome email in Gmail while a tracking task is created in Teamwork, so client onboarding starts immediately.

Notify your team in Gmail when a OnePageCRM deal is won, and update the project milestone in Teamwork

Team members receive a detailed deal notification email in Gmail while the project milestone in Teamwork updates automatically.

Send a follow-up confirmation email in Gmail when a Teamwork task is completed, and add a note in OnePageCRM

Clients receive task completion updates via Gmail while OnePageCRM logs the final note automatically.

Use Claude to summarise customer email threads from Gmail, create a contact in OnePageCRM, and set up a task in Teamwork

Claude analyses incoming client emails in Gmail, extracts key details to create a OnePageCRM contact, and sets up a project task in Teamwork.

Notify your sales channel in Slack when a new contact is created in OnePageCRM, and create a kickoff task in Teamwork

New OnePageCRM contacts trigger an instant notification in Slack while Teamwork sets up the corresponding task automatically.

Post an update in Slack when a Teamwork task is completed, and add a note to the contact in OnePageCRM

Teamwork task completions post directly to Slack while OnePageCRM logs the update against the customer profile.

If a OnePageCRM deal is won, create a project task in Teamwork and alert your management channel in Slack

Won deals in OnePageCRM automatically generate a Teamwork task and post an announcement in your Slack management channel.

Use Gemini to summarise OnePageCRM contact updates, create a task in Teamwork, and post the brief in Slack

Gemini analyses updated OnePageCRM contact details, generates a task in Teamwork, and shares the project brief in Slack.

Create a contact in OnePageCRM for every new Calendly booking, and set up a preparation task in Teamwork

New Calendly meetings automatically create a OnePageCRM contact record and schedule a preparation task in Teamwork.

When a Calendly meeting is canceled, update the contact status in OnePageCRM and mark the Teamwork task complete

Canceled Calendly bookings update contact records in OnePageCRM and close out the corresponding preparation task in Teamwork.

Use ChatGPT to summarise Calendly booking notes, log a contact in OnePageCRM, and create a briefing task in Teamwork

ChatGPT processes Calendly meeting notes to populate OnePageCRM contact fields and establish a briefing task in Teamwork.

Create a contact in OnePageCRM when a new Stripe customer is added, and set up an onboarding task in Teamwork

New Stripe customers automatically generate a OnePageCRM contact profile and trigger an onboarding task in Teamwork.

When a Stripe invoice is paid, update the deal status in OnePageCRM and create a delivery task in Teamwork

Paid Stripe invoices update OnePageCRM deal statuses and automatically trigger delivery tasks in Teamwork.

If a Stripe payment fails, log a note in OnePageCRM and create an urgent follow-up task in Teamwork

Failed Stripe payments add an alert note to OnePageCRM contacts and open an urgent follow-up task in Teamwork.

Create a contact in OnePageCRM when a new Xero invoice is approved, and set up a fulfillment task in Teamwork

Approved Xero invoices automatically create OnePageCRM contact records and generate fulfillment tasks in Teamwork.

When a Xero invoice is paid, update the OnePageCRM deal record and mark the Teamwork task complete

Paid Xero invoices update OnePageCRM deal records and close out corresponding task milestones in Teamwork.

Use Gemini to extract line items from Xero bills, create a contact in OnePageCRM, and set up a tracking task in Teamwork

Gemini processes Xero bill line items to update OnePageCRM contacts and create detailed tracking tasks in Teamwork.

Create a card in Trello for every new OnePageCRM contact, and set up a corresponding task in Teamwork

New OnePageCRM contacts instantly appear as Trello cards while Teamwork creates a matching project task.

When a Trello card is moved to done, update the deal in OnePageCRM and mark the Teamwork task complete

Completed Trello cards update OnePageCRM deal records and close out matching Teamwork tasks automatically.

Use ChatGPT to summarise Trello checklist items, update OnePageCRM contacts, and create a review task in Teamwork

ChatGPT analyses Trello board checklists to update OnePageCRM contact notes and schedule review tasks in Teamwork.

Supported triggers and actions for OnePageCRM and Teamwork

Mix and match to build the exact automation you need

OnePageCRM Triggers & Actions

Contact is updated in OnePageCRM

Triggers the automation when a contact is updated

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Deal is updated in OnePageCRM

Triggers the automation when a deal is updated

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Contact is created in OnePageCRM

Triggers the automation when a new contact is added

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Pending deal is created in OnePageCRM

Triggers the automation when a pending deal is created

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Deal is won in OnePageCRM

Triggers the automation when a deal is won

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Action is created in OnePageCRM

Triggers the automation when a new action is created

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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 OnePageCRM + Teamwork?

Streamline your sales and project delivery by connecting OnePageCRM and Teamwork to run smoothly together.

Get Started For Free

📝

Create Teamwork tasks from new OnePageCRM contacts

Every new contact added in OnePageCRM automatically triggers a corresponding task in Teamwork. Eliminate manual handoffs and start project execution the moment a deal closes.

📋

Capture every submitted contact detail and project note

Map all available contact fields and notes between OnePageCRM and Teamwork without leaving gaps. Your project boards receive complete background context for every client.

🔔

Notify your project team as soon as a deal is won

Alert your delivery team instantly whenever a deal status changes to won in OnePageCRM. Keep everyone informed and ready for project kickoff without delay.

🔀

Route tasks differently based on deal value or stage

Set up conditional rules to assign specific Teamwork tasks or priority levels based on submitted OnePageCRM deal tiers. Direct high-value clients straight to senior managers.

🔄

Keep task details updated when OnePageCRM contacts change

Automatically update existing Teamwork tasks whenever contact information or deal parameters change in OnePageCRM. Prevent outdated records from causing confusion.

🔍

Search and update existing tasks to prevent duplicates

Check for existing project entries before creating new records between OnePageCRM and Teamwork. Keep your project boards clean and free of redundant clutter.

📌

Handle status changes when deals are won or lost

Automatically close out tasks or update project milestones in Teamwork when OnePageCRM deals are marked won or lost. Maintain accurate project health metrics.

🔌

Extend your workflow with messaging and billing tools

Connect supporting apps like Slack or Gmail to your OnePageCRM and Teamwork pipeline. Send automated notifications and billing alerts as your projects progress.

And much more...

Who is OnePageCRM + Teamwork integration for?

Connecting OnePageCRM and Teamwork helps sales and project teams eliminate manual handoffs, keep track of every client request, and deliver work on time.

Sales Managers

Account Executives

Client Success Leads

Operations Teams

Project Managers

Finance & Admin Staff

📈

Sales Managers

You track lead conversions in OnePageCRM but project execution in Teamwork, and your progress reports only update after manual exports, so your pipeline numbers are always outdated — with this integration, every won deal flows straight into your project board and your metrics stay current.

⚡

Account Executives

You close new clients in OnePageCRM but find out about project delays too late, leaving your team scrambling to catch up — with this integration, every client update is immediately visible across both platforms so you can respond instantly.

📊

Client Success Leads

You manage client relationships in OnePageCRM and need to show progress from Teamwork during stakeholder reviews, but pulling manual status updates takes hours — with this integration, client milestones flow directly into your tracking records and your reviews are effortless.

⚙️

Operations Teams

You handle hundreds of new leads in OnePageCRM and projects in Teamwork every week, and keeping both systems aligned by hand is impossible to sustain — with this integration, all routine record creation runs automatically and your team stays focused on execution.

🎯

Project Managers

You wait for sales teams to hand over client details from OnePageCRM before setting up tasks in Teamwork, causing frequent bottlenecks and missed kickoff dates — with this integration, every new contact triggers instant project setup so you can start work immediately.

📋

Finance & Admin Staff

You log billing details from Teamwork but rely on OnePageCRM for initial client agreements, and missing link records leave gaps in your financial history — with this integration, every client transaction creates a complete audit trail across both apps.

Try This Integration – No Code Needed

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Why choose Integrately to automate OnePageCRM + Teamwork

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

1,500+ apps connected

Connect OnePageCRM + 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

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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 OnePageCRM to Teamwork?

You can connect OnePageCRM to Teamwork in 1 click using ready workflows or by using Integrately AI. You can also integrate apps like Gmail, Slack, and Trello.

Can I automatically create Teamwork tasks when new OnePageCRM contacts are added?

Can I connect OnePageCRM, Teamwork, and Slack?

What is a good Zapier alternative for OnePageCRM and Teamwork?

How are contact updates handled between OnePageCRM and Teamwork?

Can task completions in Teamwork update OnePageCRM records?

Do I need coding skills to automate OnePageCRM and Teamwork?

Is the OnePageCRM and Teamwork integration free?

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Want to automate something else in your workflow?

You Can Also Connect OnePageCRM or Teamwork With 1500+ Other Apps

Popular OnePageCRM Integrations

Connect OnePageCRM with CRM, email, and marketing tools to streamline your customer acquisition pipeline.

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OnePageCRM Integrations

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Popular Teamwork Integrations

Sync Teamwork with time tracking, document management, and reporting tools to optimize project execution.

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Teamwork Integrations

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OnePageCRM + Teamwork Integration

Integrate OnePageCRM to Teamwork in one click, or tell Integrately AI how you want each contact handled. Create tasks, update project timelines, notify your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for OnePageCRM + Teamwork Integration

Capture contacts, organise leads, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new OnePageCRM deal

Create Teamwork task for new OnePageCRM contact

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

Connect more apps to your OnePageCRM + Teamwork flow

Sync your CRM and project management workflows with messaging, support, email, and billing tools to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for OnePageCRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with OnePageCRM + Teamwork?

Streamline your sales and project delivery by connecting OnePageCRM and Teamwork to run smoothly together.

Who is OnePageCRM + Teamwork integration for?

Connecting OnePageCRM and Teamwork helps sales and project teams eliminate manual handoffs, keep track of every client request, and deliver work on time.

Did you know?

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

Why choose Integrately to automate OnePageCRM + Teamwork

Build and manage your OnePageCRM + 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 OnePageCRM or Teamwork With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

OnePageCRM + Teamwork Integration

Integrate OnePageCRM to Teamwork in one click, or tell Integrately AI how you want each contact handled. Create tasks, update project timelines, notify your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for OnePageCRM + Teamwork Integration

Capture contacts, organise leads, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new OnePageCRM deal

Create Teamwork task for new OnePageCRM contact

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

Connect more apps to your OnePageCRM + Teamwork flow

Sync your CRM and project management workflows with messaging, support, email, and billing tools to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for OnePageCRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with OnePageCRM + Teamwork?

Streamline your sales and project delivery by connecting OnePageCRM and Teamwork to run smoothly together.

Who is OnePageCRM + Teamwork integration for?

Connecting OnePageCRM and Teamwork helps sales and project teams eliminate manual handoffs, keep track of every client request, and deliver work on time.

Did you know?

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

Why choose Integrately to automate OnePageCRM + Teamwork

Build and manage your OnePageCRM + 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 OnePageCRM 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