Teamwork CRM + DoneDone Integration

Integrate DoneDone to Teamwork CRM in one click, or tell Integrately AI how you want each task handled. Track issues, update deals, sync sales pipelines, and notify your team 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
  • DoneDone
    Task is created in DoneDone
  • DoneDone
    Conversation is created in DoneDone
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
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add comment to conversation in DoneDone
  • DoneDone
    Add comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add reply to conversation in DoneDone

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Ready Workflows Ready Workflows for DoneDone + Teamwork CRM Integration

Create deals from new tasks, sync contact records, update pipeline stages, and trigger follow-ups, all in just one click.

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

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

Create DoneDone task for new Teamwork CRM contact

Teamwork CRM and DoneDone 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 DoneDone? 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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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 DoneDone + Teamwork CRM flow

Keep your entire tech stack aligned by routing task details straight to CRMs, messaging channels, and spreadsheets. Pick a combination and activate it in one click.

Teamwork CRM
DoneDone
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
PipedrivePipedrive (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
D
T
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Add every new DoneDone task to Teamwork CRM, and create a lead in Salesforce
New DoneDone tasks appear in Teamwork CRM as deals and land in Salesforce as leads instantly, keeping your tracking and sales tools in sync.
D
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When a deal is created in Teamwork CRM, add a task in DoneDone and log it in Salesforce
Teamwork CRM deals automatically trigger matching tasks in DoneDone and update Salesforce records without duplicate manual work.
D
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When a task status updates in DoneDone, update the deal in Teamwork CRM and Salesforce
Task status changes in DoneDone automatically update corresponding deals in Teamwork CRM and keep Salesforce records current.
D
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When a conversation is created in DoneDone, add a note in Teamwork CRM and update Salesforce
Capture DoneDone conversations as notes in Teamwork CRM and update Salesforce records automatically.
D
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If a new task in DoneDone is high priority, create a priority deal in Teamwork CRM and Salesforce
High-priority tasks in DoneDone instantly create priority deals in Teamwork CRM and urgent records in Salesforce.
D
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When a deal is deleted in Teamwork CRM, update the task in DoneDone and archive in Salesforce
Deleted Teamwork CRM deals update corresponding DoneDone task statuses and archive records in Salesforce.
D
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Use Claude to summarise DoneDone tasks, create a deal in Teamwork CRM, and log in Salesforce
Claude summarises new DoneDone task details, creates a deal in Teamwork CRM, and logs the brief in Salesforce.
D
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Turn every DoneDone task into a Teamwork CRM deal, log in Salesforce, and notify via Slack
Convert DoneDone tasks to Teamwork CRM deals, log records in Salesforce, and alert your team in Slack.

Supported triggers and actions for Teamwork CRM and DoneDone

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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DoneDone
DoneDone Triggers & Actions
Task is created in DoneDone
Triggers the automation when a new task is added
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Conversation is created in DoneDone
Triggers the automation when a new conversation is initiated
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Create task in DoneDone
Creates a new task
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Search task in DoneDone
Searches for a task
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Update task status in DoneDone
Updates the status of a task based on predefined conditions
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Get task detail by id in DoneDone
Retrieves detailed information for a task using its id
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Create project in DoneDone
Creates a new project
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Add comment to conversation in DoneDone
Adds a comment to an ongoing conversation
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Add comment to task in DoneDone
Adds a comment to a task with instructions or information
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Get conversation detail in DoneDone
Retrieves details and information from a conversation log or chat transcript
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Create Conversation in DoneDone
Start a new conversation with speicified recipients
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Search conversation in DoneDone
Searches for keywords within a conversation
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Update conversation status in DoneDone
Updates the status of a conversation based on particular criteria
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Add reply to conversation in DoneDone
Post replies to a conversation
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What can you automate with DoneDone + Teamwork CRM?

Streamline your workflow by turning tasks into deals, syncing contact records, and keeping your sales pipeline updated automatically.

What you can automate?
🔄
Turn Every DoneDone Task Into a Teamwork CRM Deal
Automatically generate a new deal in Teamwork CRM whenever a task is created in DoneDone. Eliminate manual entry and keep sales and tracking tools perfectly in sync.
📝
Capture All Task Details and Parameters
Map comprehensive task descriptions, comments, and project IDs from DoneDone directly into Teamwork CRM deal fields instead of just basic titles.
🔔
Alert Your Sales Team Instantly
Trigger instant notifications or emails whenever a new task or deal is updated across your platforms so nobody misses crucial project milestones.
🔀
Route Deals Based on Task Priority
Configure conditional paths so high-priority tasks create urgent deals in Teamwork CRM while standard tasks follow regular pipeline routing.
⏱️
Keep Statuses Synchronised in Real Time
Automatically update deal stages in Teamwork CRM whenever task statuses change in DoneDone, maintaining accurate progress across departments.
🔎
Search and Update Existing Records
Automatically search for existing companies and contacts before creating entries, preventing duplicate deals and keeping your database clean.
🏁
Manage Deal Closures and Task Updates
Trigger automated workflows when deals are won or lost in Teamwork CRM to update corresponding task statuses and archive completed work.
🔗
Connect Your Flow to Slack or Google Sheets
Extend your DoneDone and Teamwork CRM pipeline by automatically posting notifications in Slack or logging records in Google Sheets.
And much more...

Who is DoneDone + Teamwork CRM integration for?

Engineering, product, and sales teams managing customer issues alongside sales pipelines benefit from keeping task trackers and CRMs perfectly aligned without manual data entry.

Sales Operations Managers
Sales Operations Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Sales Representatives
Sales Representatives
Operations Directors
Operations Directors
📈
Sales Operations Managers
You're reviewing pipeline reports but your CRM only updates when someone manually copies details from task trackers, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every task update flows straight into your CRM and your pipeline data stays current.
Customer Support Leads
You need to address critical issues immediately, but support tickets sit in trackers until someone checks the sales queue manually, leading to delayed responses — with this integration, critical issues trigger immediate deal updates so your team can act instantly.
🤝
Account Managers
You report project progress to clients weekly, but tracking tasks and sales deals separately means you constantly hunt across platforms to verify status — with this integration, every task milestone syncs directly to your CRM records and client updates become effortless.
📊
Project Coordinators
You manage hundreds of incoming tasks daily, but manually creating matching CRM deals for each one creates a massive operational bottleneck — with this integration, every new task automatically generates a deal and your team skips the manual copy-pasting entirely.
🎯
Sales Representatives
You depend on product teams to finish tasks before closing deals, but status updates get trapped in separate trackers until someone pings you — with this integration, task completions instantly notify your sales pipeline and you can pick up the next step without delay.
🔍
Operations Directors
You audit customer journeys across support and sales, but fragmented records between your task tracker and CRM leave blind spots in your audit trails — with this integration, every interaction is securely logged across both platforms for complete operational visibility.
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 + DoneDone

Build and manage your Teamwork CRM + DoneDone 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 + DoneDone 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 DoneDone to Teamwork CRM?
Frequently Asked Questions
You can connect DoneDone to Teamwork CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create Teamwork CRM deals when tasks are created in DoneDone?
Frequently Asked Questions
Can I connect DoneDone, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DoneDone and Teamwork CRM?
Frequently Asked Questions
How does DoneDone handle task statuses in this integration?
Frequently Asked Questions
How does Teamwork CRM manage deal updates in this flow?
Frequently Asked Questions
Do I need coding skills to automate DoneDone and Teamwork CRM?
Frequently Asked Questions
Is the DoneDone and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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Teamwork CRM
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