Teamwork CRM + Podio Integration

Integrate Podio to Teamwork CRM in one click, or tell Integrately AI how you want each item handled. Turn project data into active sales deals, update contacts, track activities, and sync pipelines automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
Arrow Right
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio

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Ready Workflows Ready Workflows for Podio + Teamwork CRM Integration

Capture contacts, create deals, keep projects updated, alert your team, and track sales progress, all in just one click.

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

Create Podio task for new Teamwork CRM contact

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

When you create a contact in Teamwork CRM, do you also create a task in Podio? 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.
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Teamwork CRM + Podio Integration

Create Podio task for new Teamwork CRM 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 Podio to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Teamwork CRM? Well now there is!

With our integration between Teamwork CRM and Podio, creating task in Podio is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding task in Podio to keep your team up-to-date.
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Got a different task in mind? Describe it

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

Connect more apps to your Podio + Teamwork CRM flow

Streamline communication, schedule meetings, and manage customer data across your stack after your core sync finishes. Pick a combination and activate it in one click.

Teamwork CRM
Podio
+
GmailGmail (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
AsanaAsana (8)
+
StripeStripe (8)
+
TypeformTypeform (8)
P
T
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Create a Teamwork CRM contact from every Podio item, and send a welcome email via Gmail
New Podio items generate fresh contacts in Teamwork CRM and trigger welcome emails in Gmail instantly, eliminating manual copy-pasting.
T
P
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When a new deal is created in Teamwork CRM, create a task in Podio, and send a notification email via Gmail
New Teamwork CRM deals instantly populate project tasks in Podio while notifying your team via Gmail.
T
P
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When a Teamwork CRM deal is updated, update the matching Podio item, and email the account manager via Gmail
Deal modifications in Teamwork CRM update corresponding Podio items and alert account managers through Gmail.
P
T
G
Create a Gmail draft for every new Teamwork CRM contact generated from a Podio task
Podio tasks that create Teamwork CRM contacts automatically queue up personalized email drafts in Gmail.
T
P
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If a new Teamwork CRM deal exceeds a specific value, create a Podio item and send a high-priority alert via Gmail
High-value deals in Teamwork CRM instantly trigger priority Podio items and urgent alerts in Gmail.
T
P
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When a Teamwork CRM deal is deleted, update the Podio status and send an archive email via Gmail
Deleted Teamwork CRM deals automatically close out Podio items and notify finance via Gmail.
T
C
P
G
Use Claude to summarize every new Teamwork CRM note, create a Podio item, and email the summary via Gmail
Claude summarizes incoming Teamwork CRM notes before logging them into Podio and emailing the brief via Gmail.
T
P
A
G
Turn every new Teamwork CRM company into a Podio organization, create an Asana kickoff task, and email the team via Gmail
New Teamwork CRM companies populate Podio organizations, kick off Asana tasks, and alert teams in Gmail.

Supported triggers and actions for Teamwork CRM and Podio

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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Podio
Podio Triggers & Actions
Item is created in Podio
Triggers the automation when a new item is created
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Task is created in Podio
Triggers the automation when a new task is created
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Application is created in Podio
Triggers the automation when a new application is created
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View is created in Podio
Triggers the automation when a new view is created
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Organization is created in Podio
Triggers the automation when a new organization is created
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Workspace is created in Podio
Triggers the automation when a new workspace is created
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Create task in Podio
Creates a new task
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Create status in Podio
Generates a new status update
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Update status in Podio
Updates the status of a particular object with latest information
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Update task in Podio
Updates the task with new information or changes
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Search item in Podio
Locates and retrieves particular item information
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Update item in Podio
Updates an item with new information
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Create item in Podio
Generates a new item
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Get item details by id in Podio
Retrieves item details using its id
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What can you automate with Podio + Teamwork CRM?

Connect Podio and Teamwork CRM to streamline lead management, task creation, and pipeline tracking.

What you can automate?
🔄
Sync new Podio items into Teamwork CRM deals
Automatically create a new deal in Teamwork CRM whenever an item is created in Podio, keeping your sales pipeline fully populated with active project data.
📋
Capture every submitted contact detail
Map complete contact records and custom fields between Podio and Teamwork CRM instead of only transferring names and emails.
🔔
Alert your team instantly on key events
Notify sales and project teams in real time whenever new deals are created or updated across your connected workspaces.
🔀
Route records based on custom deal criteria
Trigger specific follow-up actions and task assignments depending on deal values, stages, or custom field selections.
🔄
Keep destination records fully up to date
Automatically update existing items and deal statuses in both platforms whenever modifications occur in either app.
🔍
Search and update instead of creating duplicates
Look up existing contacts and items before creating new records to maintain a clean database without duplicate entries.
Handle later status changes automatically
Trigger project closure tasks or archive records when deals are marked as won, lost, or cancelled.
💬
Extend your workflow with messaging apps
Connect Slack or Gmail to your core Podio and Teamwork CRM setup to deliver instant notifications and email follow-ups.
And much more...

Who is Podio + Teamwork CRM integration for?

Operations managers, sales leaders, and project coordinators rely on this integration to eliminate manual data entry and keep pipelines synchronized.

Sales Operations Leads
Sales Operations Leads
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Project Managers
Project Managers
Operations Coordinators
Operations Coordinators
Finance and Admin Teams
Finance and Admin Teams
📈
Sales Operations Leads
You review sales dashboards and pipeline reports to forecast revenue, but your deal stages only update when someone manually exports records, so the metrics you are optimising against are always a few hours behind — with this integration, every new deal and status change syncs instantly and your pipeline stays current.
Account Executives
You need to act fast on incoming leads, and you find out too late when a contact is logged without proper project context — this integration means every new contact and task flows seamlessly between your workspace and CRM so you can reach out immediately.
🤝
Client Success Managers
You answer to key accounts and stakeholders who want to see active project progress, but tracking deliverables across disconnected tools leads to missing updates — automating both apps means every project milestone and deal update is reflected immediately for client review.
📊
Project Managers
The volume of client requests is too high for anyone to keep up by hand, leading to bottlenecks between sales handoffs and project kickoffs — this integration means every new deal automatically provisions the right tasks without manual intervention.
🔄
Operations Coordinators
You own the delivery step and depend on sales reps to hand over clean customer data, but crucial notes get lost between systems — connecting these apps means every contact and activity transfers automatically without missing a beat.
🛡️
Finance and Admin Teams
You need a reliable history of all commercial activities and keep finding audit gaps in fragmented spreadsheets — automating both apps means every transaction and deal record remains fully traceable and accurate.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Teamwork CRM + Podio

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

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + Podio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Podio to Teamwork CRM?
Frequently Asked Questions
You can connect Podio to Teamwork CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map your fields.
Can I automatically create a Teamwork CRM deal when a new Podio item is created?
Frequently Asked Questions
Can I connect Podio, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Podio and Teamwork CRM?
Frequently Asked Questions
How does Podio data synchronize with Teamwork CRM?
Frequently Asked Questions
How are Teamwork CRM activities tracked in Podio?
Frequently Asked Questions
Do I need coding skills to automate Podio and Teamwork CRM?
Frequently Asked Questions
Is the Podio and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Podio or Teamwork CRM With 1500+ Other Apps

Podio
Popular Podio Integrations
Connect Podio with project management, file sharing, and task tracking tools to organize your workflow.
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email marketing, customer support, and invoicing tools to manage your sales cycle.