Teamwork CRM + Workiom Integration

Integrate Teamwork CRM to Workiom in one click, or tell Integrately AI how you want each deal handled. Sync deals and contacts, update custom business applications, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom Instant
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
  • Workiom
    Search multiple records in Workiom
  • Workiom
    Get record by ID in Workiom
  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom
  • Workiom
    Search record in Workiom

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Teamwork CRM + Workiom Integration

Create records, update pipelines, sync customer details, keep databases current, and trigger follow-ups, all in just one click.

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

Create Teamwork CRM contact for new Workiom record

Automatically creating Teamwork CRM contact records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Teamwork CRM + Workiom Integration

Create Workiom record for new Teamwork CRM contact

When a new contact is created in your Teamwork CRM, you can automatically create a record for them in your Workiom. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
  • 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 Teamwork CRM + Workiom flow

Send contact updates to your CRM, notify your team on messaging apps, and log records across your stack. Pick a combination and activate it in one click.

Teamwork CRM
Workiom
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
T
W
S
Create a Salesforce contact whenever a new contact is created in Teamwork CRM, and update the matching record in Workiom.
New Teamwork CRM contacts appear in Salesforce and Workiom instantly, keeping your sales and operations platforms aligned without manual data entry.
T
W
S
When a deal is created in Teamwork CRM, create a record in Workiom and add a new opportunity in Salesforce.
Every new Teamwork CRM deal updates your custom Workiom application and logs an opportunity in Salesforce automatically.
T
W
S
When a deal is updated in Teamwork CRM, update the Workiom record and modify the Salesforce opportunity stage.
Deal progress in Teamwork CRM immediately updates your custom Workiom application and synchronises opportunity stages in Salesforce.

Supported triggers and actions for Teamwork CRM and Workiom

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
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
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
Note is created in Teamwork CRM
Triggers the automation when a new note is created
Try it →
Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it →
Create deal in Teamwork CRM
Generates a new deal with
Try it →
Search deal in Teamwork CRM
Retrieves and find a deal
Try it →
Create contact in Teamwork CRM
Adds a new contact to the database
Try it →
Search contact in Teamwork CRM
Finds and retrieves contact information
Try it →
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
Try it →
Create activity in Teamwork CRM
Generates a new activity or task
Try it →
Search activity in Teamwork CRM
Retrieves search results based on particular criteria
Try it →
Create pipeline in Teamwork CRM
Creates a new pipeline
Try it →
Create stage in Teamwork CRM
Generates a new stage for the workflow
Try it →
Search country in Teamwork CRM
Searches for a country
Try it →
Search user in Teamwork CRM
Searches for a user
Try it →
Create product in Teamwork CRM
Generates and launch new products
Try it →
Search product in Teamwork CRM
Searches for a product
Try it →
Workiom
Workiom Triggers & Actions
Instant
Record is created in Workiom
Triggers the automation when a new record is created
Try it →
Instant
Record is updated in Workiom
Triggers the automation when any record is updated
Try it →
Search multiple records in Workiom
Searches for multiple records
Try it →
Get record by ID in Workiom
Retrieves a record by its id
Try it →
Create record in Workiom
Generates a new record
Try it →
Update record in Workiom
Updates a record with new information
Try it →
Search record in Workiom
Searches for a record within a given database
Try it →

What can you automate with Teamwork CRM + Workiom?

Streamline your sales pipelines and custom business applications by automating data flows, updates, and notifications between Teamwork CRM and Workiom.

What you can automate?
🔄
Sync deals and records instantly
Automatically generate a corresponding record in Workiom whenever a new deal is created in Teamwork CRM. Keep your sales pipeline and custom business apps perfectly aligned without lifting a finger.
📋
Capture every submitted contact detail
Map complete contact records from Teamwork CRM directly into your custom Workiom applications. Ensure no phone number, email, or company name is left behind during data transfers.
🔔
Alert your team the moment deals land
Trigger immediate notifications in your communication channels whenever new deals or company accounts are registered. Keep sales and operations teams fully informed in real time.
🔀
Route records based on deal values
Apply conditional logic to direct high-value opportunities to priority tables in Workiom. Tailor your workflow routing based on specific criteria submitted in Teamwork CRM.
🔄
Keep destination databases updated
Modify existing Workiom records automatically whenever deal stages or contact information change in Teamwork CRM. Eliminate manual update cycles across your software stack.
🔍
Search and update to prevent duplicates
Perform intelligent searches in Workiom before creating new entries, updating existing records when matches are found. Maintain clean databases without redundant data entries.
⚙️
Handle later stage and status changes
Manage deal closures, cancellations, or stage progressions seamlessly by updating your Workiom applications when Teamwork CRM statuses shift.
🔌
Extend flows to popular messaging tools
Connect Teamwork CRM and Workiom workflows to Slack, Gmail, or Google Drive to notify stakeholders or archive supporting documentation automatically.
And much more...

Who is Teamwork CRM + Workiom integration for?

Sales leaders, operations managers, and business owners streamline their pipeline management and custom application workflows by connecting Teamwork CRM to Workiom automatically.

Sales operations directors
Sales operations directors
Account executives
Account executives
Client success managers
Client success managers
Business development teams
Business development teams
Implementation specialists
Implementation specialists
Operations analysts
Operations analysts
📈
Sales operations directors
You're managing sales pipelines in Teamwork CRM, but the deal counts in your custom Workiom reports never match because reps log entries by hand — automating both apps means every new deal updates your databases instantly and your reporting stays accurate.
Account executives
You're closing deals in Teamwork CRM, but your project teams find out too late to start onboarding because Workiom isn't updated in real time — with this integration, every won deal creates a project record immediately so handover happens without delays.
🤝
Client success managers
You're tracking customer accounts in Teamwork CRM, but stakeholders request progress updates that require manual checks across custom Workiom apps — connecting these apps means client dashboards update automatically and status reviews run without tedious preparation.
📊
Business development teams
You're capturing high volumes of inbound leads in Teamwork CRM, but manually transferring contact details into custom Workiom workflows creates massive backlogs — this integration means every contact addition populates your business applications instantly and your team stays focused on outreach.
🔄
Implementation specialists
You're waiting for sales milestones in Teamwork CRM to trigger delivery steps, but delayed notifications leave custom Workiom workflows sitting idle — automating both apps means project setup starts the moment a deal stage advances and execution begins without lag.
🗂️
Operations analysts
You're maintaining customer histories across Teamwork CRM, but missing activity logs leave frustrating gaps in your audit trails inside Workiom — connecting these apps means every interaction is recorded reliably and your operational history remains complete.
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 + Workiom

Build and manage your Teamwork CRM + Workiom 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 + Workiom 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Teamwork CRM to Workiom?
Frequently Asked Questions
You can connect Teamwork CRM to Workiom in one click using pre-built workflows or Integrately AI, alongside apps like Salesforce, Hubspot, and Slack.
Can I automatically sync new Teamwork CRM deals into Workiom records?
Frequently Asked Questions
Can I connect Teamwork CRM, Workiom, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork CRM and Workiom?
Frequently Asked Questions
How are contacts handled when syncing Teamwork CRM and Workiom?
Frequently Asked Questions
Can I update Workiom records when Teamwork CRM deals change?
Frequently Asked Questions
Do I need coding skills to automate Teamwork CRM and Workiom?
Frequently Asked Questions
Is the Teamwork CRM and Workiom integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Teamwork CRM
Popular Teamwork CRM Integrations
Connect Teamwork CRM to CRMs, email tools, and messaging platforms to manage and follow up on your sales leads.
Workiom
Popular Workiom Integrations
Sync Workiom with project management, database, and reporting tools to keep your custom business applications working across your stack.
See All
Workiom Integrations arrow right
No popular apps found