Teamwork CRM + Teamwork Integration

Q: Can I automatically create a Teamwork project when a deal is won in Teamwork CRM?

You can create a Teamwork project from every new deal in Teamwork CRM automatically. Choose a ready automation template or use Integrately AI to customise your onboarding steps.

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

You can connect Teamwork, Teamwork CRM, and Slack in a single multi-step automation workflow. Trigger project creation when a deal closes and notify your sales team in Slack, along with 1,500+ other apps.

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

Integrately is a fast alternative for connecting Teamwork and Teamwork CRM with 20 million+ templates, 1-click setup, 24/5 live chat, and free expert setup.

Q: How does Teamwork handle task creation through automation?

Teamwork creates tasks automatically when triggered by events like new deals in Teamwork CRM. There's a ready template — start from the Teamwork and Teamwork CRM integration.

Q: Can Teamwork CRM deal updates trigger project updates?

Teamwork CRM deal updates can update matching projects in Teamwork automatically. There's a ready template — start from the Teamwork and Teamwork CRM integration.

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

No coding skills are required to connect Teamwork and Teamwork CRM. You can use ready templates or ask Integrately AI to build the workflow for you.

Q: Is the Teamwork and Teamwork CRM integration free?

The Teamwork and Teamwork CRM integration is available on the Integrately free plan. You can start automating tasks immediately with zero cost.

Integrate Teamwork to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Turn closed deals into active projects, update tasks, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Company is created in Teamwork CRM Instant
Contact is created in Teamwork CRM Instant
Deal is created in Teamwork CRM Instant
Deal is updated in Teamwork CRM Instant
Deal is deleted in Teamwork CRM Instant
Activity is created in Teamwork CRM Instant
Activity is updated in Teamwork CRM Instant
Activity is deleted in Teamwork CRM Instant
Note is created in Teamwork CRM Instant
File is created in Teamwork CRM Instant
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 deal in Teamwork CRM
Search deal in Teamwork CRM
Create contact in Teamwork CRM
Search contact in Teamwork CRM
Create company in Teamwork CRM
Search company in Teamwork CRM
Create note in Teamwork CRM
Create activity in Teamwork CRM
Search activity in Teamwork CRM
Create pipeline in Teamwork CRM
Create stage in Teamwork CRM
Search country in Teamwork CRM
Search user in Teamwork CRM
Create product in Teamwork CRM
Search product in Teamwork CRM
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 Teamwork + Teamwork CRM Integration

Create projects from deals, log tasks, update statuses, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new Teamwork CRM contact

Teamwork CRM and Teamwork 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 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

Create Teamwork 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 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 Teamwork CRM? Well now there is!

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

Activate

When Contact is created in Teamwork CRM > Check any condition > Create Task in Teamwork

Teamwork CRM + Teamwork Integration

Activate

When Contact is created in Teamwork CRM > Check any condition > Update task in Teamwork

Teamwork CRM + Teamwork Integration

Activate

When Task is updated in Teamwork > Check any condition > Create contact in Teamwork CRM

Teamwork + Teamwork CRM Integration

Activate

1of1

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

Connect more apps to your Teamwork + Teamwork CRM flow

Connect more of your project and sales stack to sync tasks, notify stakeholders, and trigger follow-ups across your team. Pick a combination and activate it in one click.

Slack (3)

Hubspot (3)

Gmail (3)

Google Calendar (3)

Harvest (3)

Stripe (3)

Add every new Teamwork CRM deal as a Teamwork project, and notify your sales channel in Slack

New Teamwork CRM deals instantly generate matching projects in Teamwork while Slack notifies your sales team, eliminating manual handoffs.

When a task is created in Teamwork, update the Teamwork CRM deal and post an alert in Slack

Teamwork task creation updates your Teamwork CRM deal record and alerts your team in Slack, keeping sales and project tracking synchronised.

When a Teamwork CRM contact is created, add a corresponding person in Teamwork and notify your team in Slack

New Teamwork CRM contacts appear in Teamwork automatically while Slack notifies your team, ensuring immediate cross-platform visibility.

Create a Teamwork project from every HubSpot deal, and log a note in Teamwork CRM

HubSpot deals automatically create Teamwork projects and log activity in Teamwork CRM, unifying your marketing and delivery data.

When a Teamwork task is completed, update the HubSpot contact and log it in Teamwork CRM

Completed Teamwork tasks update your HubSpot contacts and Teamwork CRM records automatically, keeping client histories complete.

When a HubSpot contact is created, add a person in Teamwork and create a contact in Teamwork CRM

New HubSpot contacts synchronize to Teamwork and Teamwork CRM instantly, maintaining unified client directories.

Create a Teamwork project from a Teamwork CRM deal, and send a welcome email via Gmail

New Teamwork CRM deals trigger Teamwork project creation and send a welcome email via Gmail, streamlining client onboarding.

When a Teamwork task is created, send a notification via Gmail and log a note in Teamwork CRM

New Teamwork tasks trigger client notification emails via Gmail and record notes in Teamwork CRM automatically.

When a Teamwork CRM contact is created, send a greeting in Gmail and create a person in Teamwork

New Teamwork CRM contacts receive a greeting email in Gmail while being added to Teamwork as new people.

Create a Google Calendar event for every Teamwork CRM deal, and create a project in Teamwork

New Teamwork CRM deals schedule kickoff meetings in Google Calendar and create matching projects in Teamwork.

When a Teamwork calendar event is created, schedule a Google Calendar meeting and update Teamwork CRM

Teamwork calendar events synchronize to Google Calendar and update Teamwork CRM records automatically.

When a Teamwork CRM activity is created, schedule a Google Calendar meeting and add a task in Teamwork

New Teamwork CRM activities create Google Calendar meetings and add corresponding tasks in Teamwork.

Create a Harvest project when a Teamwork CRM deal is won, and create a project in Teamwork

Won Teamwork CRM deals automatically generate Harvest projects and Teamwork project spaces for time tracking and delivery.

When a time entry is created in Teamwork, log billable hours in Harvest and update Teamwork CRM

Teamwork time entries update Harvest time tracking and log notes in Teamwork CRM automatically.

When a Teamwork CRM company is created, create a client in Harvest and a company in Teamwork

New Teamwork CRM companies populate Harvest client lists and Teamwork company directories instantly.

Create a Teamwork project when a Stripe payment succeeds, and update the deal in Teamwork CRM

Successful Stripe payments trigger Teamwork project creation and update corresponding deals in Teamwork CRM.

When a Teamwork invoice is created, generate a Stripe invoice and log an activity in Teamwork CRM

Teamwork invoices generate corresponding Stripe invoices and log activity records in Teamwork CRM automatically.

When a Stripe customer is created, add a company in Teamwork and a contact in Teamwork CRM

New Stripe customers populate Teamwork company directories and Teamwork CRM contact lists automatically.

Supported triggers and actions for Teamwork CRM and Teamwork

Mix and match to build the exact automation you need

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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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 Teamwork + Teamwork CRM?

Connect sales execution and project management to eliminate manual handoffs and keep your entire team synchronized.

Get Started For Free

🚀

Create projects from won deals automatically

Turn closed deals in Teamwork CRM into active projects in Teamwork the moment they close. Eliminate manual handoffs and start client onboarding instantly.

📋

Capture every submitted field in your project setup

Map available deal details, company names, and custom fields into Teamwork tasks instead of just basic titles. Your project board becomes a richer source for execution.

🔔

Tell the right person as soon as a deal closes

Notify your project managers in Slack or via email the second a deal is marked won in Teamwork CRM. Ensure immediate accountability for new client setup.

🔀

Route projects based on deal value or category

Send enterprise deals to senior project managers and standard deals to standard queues automatically based on submitted deal attributes.

🔄

Keep project statuses and deal stages synchronized

Update Teamwork project milestones when deal stages change in Teamwork CRM, keeping sales and delivery teams aligned on client status.

🛡️

Prevent duplicate projects with smart search

Search existing projects before creating new ones to ensure each deal maps to a unique project workspace without generating clutter.

⏱️

Log time entries and billable hours effortlessly

Connect project time tracking to billing records and activity logs automatically when tasks are marked complete in Teamwork.

🌐

Extend your workflow to Slack or Gmail

Trigger instant team notifications in Slack or send welcome emails via Gmail the moment your core Teamwork and Teamwork CRM automation fires.

And much more...

Who is Teamwork + Teamwork CRM integration for?

Sales and project management teams keep client onboarding aligned and projects moving by bridging sales deals with execution.

Operations managers

Project managers

Account executives

Sales directors

Delivery leads

Client success leads

📈

Operations managers

You're reviewing delivery timelines across active projects but your tracking workspace only updates when someone manually exports sales deals, so the capacity counts you're optimising against are always a few hours behind — with this integration, every new deal lands in your project workspace instantly and your operational data stays current.

⚡

Project managers

You need to kick off client onboarding immediately after a sale closes, but you find out about closed deals too late when reps forget to brief you — with this integration, every new deal creates a project automatically and your team starts delivery right away.

🤝

Account executives

You answer to clients who want to see immediate progress after signing, but handoffs between sales and delivery get delayed by manual paperwork — with this integration, every closed deal initiates project tracking instantly and clients see progress from day one.

📊

Sales directors

The volume of closed business is too high for anyone to keep up by hand, and manual project creation leads to missed accounts — with this integration, every won deal generates a project and task list automatically without manual effort.

🔄

Delivery leads

You own project execution and depend on sales reps to hand over client requirements, but information gets lost between platforms — with this integration, every sales deal transfers all submitted details straight into your project board.

📁

Client success leads

You need a reliable history of client onboarding and keep finding gaps where project tasks were never created after a sale — with this integration, every deal creates a complete task structure and your audit trail stays flawless.

Try This Integration – No Code Needed

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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 + Teamwork

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

1,500+ apps connected

Connect Teamwork CRM + 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

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

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 Teamwork to Teamwork CRM?

You can connect Teamwork to Teamwork CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration. It links your project management and sales workflows with apps like Slack, Hubspot, and Gmail instantly.

Can I automatically create a Teamwork project when a deal is won in Teamwork CRM?

Can I connect Teamwork, Teamwork CRM, and Slack?

What is a good Zapier alternative for Teamwork and Teamwork CRM?

How does Teamwork handle task creation through automation?

Can Teamwork CRM deal updates trigger project updates?

Do I need coding skills to automate Teamwork and Teamwork CRM?

Is the Teamwork and Teamwork CRM integration free?

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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?

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Teamwork CRM + Teamwork Integration

Integrate Teamwork to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Turn closed deals into active projects, update tasks, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Teamwork + Teamwork CRM Integration

Create projects from deals, log tasks, update statuses, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new Teamwork CRM contact

Create Teamwork task for new Teamwork CRM deal

When Contact is created in Teamwork CRM > Check any condition > Create Task in Teamwork

When Contact is created in Teamwork CRM > Check any condition > Update task in Teamwork

When Task is updated in Teamwork > Check any condition > Create contact in Teamwork CRM

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

Connect more apps to your Teamwork + Teamwork CRM flow

Connect more of your project and sales stack to sync tasks, notify stakeholders, and trigger follow-ups across your team. Pick a combination and activate it in one click.

Supported triggers and actions for Teamwork CRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with Teamwork + Teamwork CRM?

Connect sales execution and project management to eliminate manual handoffs and keep your entire team synchronized.

Who is Teamwork + Teamwork CRM integration for?

Sales and project management teams keep client onboarding aligned and projects moving by bridging sales deals with execution.

Did you know?

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

Why choose Integrately to automate Teamwork CRM + Teamwork

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Teamwork CRM + Teamwork Integration

Integrate Teamwork to Teamwork CRM in one click, or tell Integrately AI how you want each deal handled. Turn closed deals into active projects, update tasks, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Teamwork + Teamwork CRM Integration

Create projects from deals, log tasks, update statuses, alert your team, and send follow-ups, all in just one click.

Create Teamwork task for new Teamwork CRM contact

Create Teamwork task for new Teamwork CRM deal

When Contact is created in Teamwork CRM > Check any condition > Create Task in Teamwork

When Contact is created in Teamwork CRM > Check any condition > Update task in Teamwork

When Task is updated in Teamwork > Check any condition > Create contact in Teamwork CRM

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

Connect more apps to your Teamwork + Teamwork CRM flow

Connect more of your project and sales stack to sync tasks, notify stakeholders, and trigger follow-ups across your team. Pick a combination and activate it in one click.

Supported triggers and actions for Teamwork CRM and Teamwork

Mix and match to build the exact automation you need

What can you automate with Teamwork + Teamwork CRM?

Connect sales execution and project management to eliminate manual handoffs and keep your entire team synchronized.

Who is Teamwork + Teamwork CRM integration for?

Sales and project management teams keep client onboarding aligned and projects moving by bridging sales deals with execution.

Did you know?

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

Why choose Integrately to automate Teamwork CRM + Teamwork

Build and manage your Teamwork CRM + 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 Teamwork or Teamwork CRM 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