Productive.io + Teamwork CRM Integration

Integrate Productive.io to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Create deals, add contacts, update companies, and sync activities automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
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2.
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Productive.io + Teamwork CRM Integration

Capture deals, manage contacts, sync companies, alert your team, and track revenue, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + Productive.io Integration

Create Productive.io 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 Productive.io 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 Productive.io, creating task in Productive.io is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding task in Productive.io to keep your team up-to-date.
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Teamwork CRM + Productive.io Integration

Create Productive.io task for new Teamwork CRM contact

Teamwork CRM and Productive.io 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 Productive.io? 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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  • 1of1
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 Productive.io + Teamwork CRM flow

Connect your essential email, messaging, and finance tools to keep your pipeline running smoothly after your core sync finishes. Pick a combination and activate it in one click.

Productive.io
Teamwork CRM
+
HubspotHubspot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
P
T
H
When a deal is created in Productive.io, create a deal in Teamwork CRM and create a contact in Hubspot
New Productive.io deals appear in Teamwork CRM instantly and create a contact in Hubspot, so your sales and agency teams share the same pipeline.
P
T
H
When a task is created in Productive.io, create an activity in Teamwork CRM and create a company in Hubspot
Keep Hubspot companies updated and schedule Teamwork CRM activities whenever a new task starts in Productive.io.
P
T
H
When a contact is created in Productive.io, search for the contact in Teamwork CRM and create a contact in Hubspot
Sync new Productive.io contacts with Teamwork CRM and Hubspot automatically to eliminate duplicate entries.
P
T
H
Use Claude to analyse new Productive.io deals, create a deal in Teamwork CRM, and create a company in Hubspot
Claude evaluates new Productive.io deals before creating matching records in Teamwork CRM and Hubspot.

Supported triggers and actions for Productive.io and Teamwork CRM

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Update task in Productive.io
Updates the task details
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Update Contact in Productive.io
Updates the contact details
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
Try it →
Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
Try it →
Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
Try it →
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
Try it →
Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
Try it →
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
Try it →
Search company in Teamwork CRM
Finds information about a company
Try it →
Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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What can you automate with Productive.io + Teamwork CRM?

Streamline your agency operations and sales pipeline by connecting Productive.io and Teamwork CRM for real-time synchronization.

What you can automate?
🔄
Sync deals between Productive.io and Teamwork CRM
Create a new deal in Teamwork CRM automatically whenever a deal is created in Productive.io. Keep your sales pipeline and agency project tracking aligned in real time.
📋
Capture every submitted contact detail
Map all incoming contact fields from Productive.io into Teamwork CRM instead of just names and emails. Your CRM records become a comprehensive resource for client communications.
🔔
Alert your sales team immediately
Send instant notifications to your team channel in Slack or via Gmail the moment a high-value deal or project is created in Productive.io. Ensure quick follow-up without manual check-ins.
🔀
Route records based on submitted deal values
Trigger different follow-up actions in Teamwork CRM depending on specific deal criteria or budget thresholds submitted in Productive.io. Direct high-value opportunities straight to senior reps.
🔄
Keep project and CRM data up to date
Automatically update existing contacts, tasks, and company records in Teamwork CRM whenever corresponding updates happen in Productive.io. Prevent conflicting information across systems.
🔍
Search and prevent duplicate records
Search for existing companies and contacts in Teamwork CRM before creating new entries from Productive.io data. Keep your database clean and free of redundant profiles.
💳
Handle invoicing and financial updates
Log invoices, expenses, and budget updates from Productive.io straight into your CRM notes and financial tools. Maintain precise financial tracking across your entire toolstack.
🔌
Extend your workflow to Slack or Gmail
Connect Productive.io and Teamwork CRM with Slack to send instant team updates, alert managers, and keep every department in sync on new project developments.
And much more...

Who is Productive.io + Teamwork CRM integration for?

Agencies and sales teams connecting Productive.io to Teamwork CRM eliminate manual data entry, keeping project planning and revenue tracking aligned without extra effort.

Agency executives
Agency executives
Sales team leads
Sales team leads
Client account managers
Client account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Agency executives
You're tracking agency performance across separate project and sales platforms, but your revenue reports only update when someone manually exports records, so the metrics you're reviewing are always outdated — automating both apps means every new deal and project lands instantly and your dashboard stays current.
Sales team leads
You need to act fast when new client opportunities open up, but your team finds out about new deals too late because records are sitting in task management tools — this integration means every new deal is logged in your CRM the second it appears so your reps can respond immediately.
🤝
Client account managers
You answer to clients who want to see constant progress on their deliverables, but manual status updates take hours away from relationship building — connecting these apps means project milestones and deal stages update automatically so your clients always see accurate progress.
📊
Operations directors
The volume of tasks, contacts, and invoices is too high for anyone to keep up by hand, leading to missed entries and lost revenue tracking — integrating these apps means high-volume data flows between platforms without human intervention or accidental omissions.
🔄
Project coordinators
You own the project kickoff stage and depend on sales teams to hand over deal details before you can start work, but communication gaps cause costly delays — automating both apps means project records and tasks are handed over instantly the moment a deal closes.
🗂️
Finance specialists
You need a reliable history of invoices and expenses for client billing, but you keep finding gaps between your accounting software and project logs — integrating these apps means financial records and invoices are logged consistently with zero missing entries.
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 Productive.io + Teamwork CRM

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

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

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Productive.io to Teamwork CRM?
Frequently Asked Questions
You can connect Productive.io to Teamwork CRM in 1 click using ready workflows or ask Integrately AI to build your custom automation. It connects seamlessly with Hubspot, Gmail, Slack, QuickBooks Online, Google Drive, and Calendly.
Can I automatically sync new deals between Productive.io and Teamwork CRM?
Frequently Asked Questions
Can I connect Productive.io, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Productive.io and Teamwork CRM?
Frequently Asked Questions
How does Productive.io handle contact synchronization in this integration?
Frequently Asked Questions
How are deals managed in Teamwork CRM through this integration?
Frequently Asked Questions
Can I automate Productive.io and Teamwork CRM without coding?
Frequently Asked Questions
Is the Productive.io and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Productive.io or Teamwork CRM With 1500+ Other Apps

Productive.io
Popular Productive.io Integrations
Connect Productive.io to project management, time tracking, and invoicing tools to streamline agency operations.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email marketing, sales engagement, and reporting platforms to close deals faster.