RD Station + Teamwork CRM Integration

Integrate RD Station to Teamwork CRM in one click, or tell Integrately AI how you want each lead handled. Track sales processes, create deals and contacts, update pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station 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
Arrow Right
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • 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 RD Station + Teamwork CRM Integration

Capture converted leads, create deals, manage pipelines, track sales activities, and sync contacts, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Teamwork CRM Integration

Create Teamwork CRM contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Teamwork CRM contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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RD Station + Teamwork CRM Integration

Create Teamwork CRM deal for new RD Station conversion event

This automation makes it easy to create new deals in Teamwork CRM when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, a new deal will automatically be created in Teamwork CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Teamwork CRM + RD Station Integration

Create RD Station conversion event for new Teamwork CRM contact

If you're using Teamwork CRM to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Teamwork CRM, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your RD Station + Teamwork CRM flow

Export marketing leads to spreadsheets, collect user feedback, send email campaigns, and alert your sales team instantly. Pick a combination and activate it in one click.

RD Station
Teamwork CRM
+
Google SheetsGoogle Sheets (6)
+
TypeformTypeform (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
R
T
G
Add every converted RD Station lead to Teamwork CRM, and log the details in Google Sheets.
Converted RD Station leads become Teamwork CRM deals while logging details in Google Sheets instantly, removing manual data entry.
T
R
G
When a Company is created in Teamwork CRM, update your RD Station records and log it in Google Sheets.
New Teamwork CRM companies update your RD Station account and record a new spreadsheet row in Google Sheets automatically.
T
G
R
When a Teamwork CRM deal is updated, log the stage change in Google Sheets and trigger a Conversion Event in RD Station.
Deal updates in Teamwork CRM record new spreadsheet rows in Google Sheets and log conversion events in RD Station instantly.
R
T
G
Create a Teamwork CRM contact from converted RD Station leads and record the data in Google Sheets.
Converted RD Station leads instantly generate Teamwork CRM contacts and new spreadsheet rows in Google Sheets.
R
T
G
If a lead is marked as opportunity in RD Station, create a Teamwork CRM deal and log it in Google Sheets.
Opportunity-stage RD Station leads generate Teamwork CRM deals and spreadsheet rows in Google Sheets automatically.
R
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When a deal is won in RD Station, create a Teamwork CRM company and update your Google Sheets records.
Won RD Station deals generate Teamwork CRM company records and refresh tracking rows in Google Sheets.

Supported triggers and actions for RD Station and Teamwork CRM

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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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
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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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What can you automate with RD Station + Teamwork CRM?

Streamline your marketing-to-sales handoff by automating lead creation, pipeline updates, and contact syncing between RD Station and Teamwork CRM.

What you can automate?
🔄
Sync converted marketing leads to sales deals
Turn every converted lead in RD Station into a new deal in Teamwork CRM automatically. Eliminate manual copy-pasting and accelerate your sales team's response time.
📋
Capture complete submission details across systems
Map all custom form fields and user answers from your marketing platform directly into your sales CRM records. Ensure your sales reps have full context before every call.
🔔
Alert your sales team the moment a lead converts
Trigger instant notifications in your messaging channels whenever a high-value lead converts or an opportunity is created. Keep your entire team aligned on new pipeline.
🔀
Route leads based on submitted criteria
Create different deals or assign different priorities in Teamwork CRM depending on specific lead attributes submitted in RD Station. Direct high-value prospects to senior reps instantly.
📝
Keep deal stages updated across your tech stack
Automatically update tracking spreadsheets or secondary databases whenever a deal stage changes in Teamwork CRM. Maintain accurate reporting without manual check-ins.
🔍
Prevent duplicate records during lead creation
Search existing contacts and companies in Teamwork CRM before creating new entries from RD Station conversions. Keep your database clean and free of duplicate accounts.
💼
Automate actions for won or lost deals
Trigger downstream onboarding tasks, update marketing subscriber lists, or log analytics events whenever a deal is won or lost in Teamwork CRM or RD Station.
📊
Extend your workflow to spreadsheets and communication tools
Connect your RD Station and Teamwork CRM flow with Google Sheets or Slack to log data and notify stakeholders in one unified automation sequence.
And much more...

Who is RD Station + Teamwork CRM integration for?

Connecting RD Station and Teamwork CRM helps marketing and sales teams eliminate manual data entry, streamline pipeline management, and close deals faster.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
High-volume sales teams
High-volume sales teams
Sales operations managers
Sales operations managers
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns across multiple digital channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — automating both apps means every new lead lands in your system instantly and your data stays current.
Sales development reps
You need to act fast on incoming prospect interest, but leads sit in marketing inboxes for hours before anyone creates a CRM record, so prospective buyers slip away to competitors — this integration means every converted lead generates a deal in Teamwork CRM the moment it happens.
📊
Agency account managers
You answer to clients who want to see daily campaign progress and pipeline growth, but compiling manual reports takes hours of tedious spreadsheet work every week — connecting these apps means pipeline updates flow automatically into your tracking reports without manual effort.
🚀
High-volume sales teams
The inbound lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and lost conversion opportunities across your funnel — automating both apps means every submission moves from marketing to sales seamlessly and reliably.
🤝
Sales operations managers
You own the handoff between marketing campaigns and sales pipelines and depend on marketing teams to pass clean lead data over on time — with this integration, contact handoffs happen instantly and eliminate human errors in data transfer.
🗂️
CRM administrators
You need a reliable customer history in your database but keep finding gaps caused by manual entry mistakes and skipped record updates — connecting these apps means every touchpoint is recorded accurately across your entire software stack.
Our team

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Why choose Integrately to automate RD Station + Teamwork CRM

Build and manage your RD Station + 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 RD Station + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect RD Station to Teamwork CRM?
Frequently Asked Questions
You can connect RD Station to Teamwork CRM in one click using pre-built workflows on Integrately. Choose a ready template or ask Integrately AI to build the custom integration for your sales and marketing stack.
Can I automatically create Teamwork CRM deals from RD Station leads?
Frequently Asked Questions
Can I connect RD Station, Teamwork CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Teamwork CRM?
Frequently Asked Questions
How does RD Station data trigger Teamwork CRM actions?
Frequently Asked Questions
Can Teamwork CRM updates trigger RD Station events?
Frequently Asked Questions
Do I need coding skills to automate RD Station and Teamwork CRM?
Frequently Asked Questions
Is the RD Station and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect RD Station or Teamwork CRM With 1500+ Other Apps

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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with accounting, customer support, and productivity apps to keep your sales pipeline moving forward.