Teamwork CRM + Float Integration

Integrate Float to Teamwork CRM in one click, or tell Integrately AI how you want each project handled. Convert projects into deals, log time updates, schedule resources, and keep your pipeline aligned 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
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float

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Ready Workflows Ready Workflows for Float + Teamwork CRM Integration

Create deals from projects, track logged time, manage tasks, notify your sales team, and sync client accounts, all in just one click.

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

Create Float project from new Teamwork CRM company

If you're using Float to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Teamwork CRM, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
Float + Teamwork CRM Integration

Create Teamwork CRM company from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a company in Teamwork CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Teamwork CRM whenever you create a project in Float.
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Teamwork CRM + Float Integration

Create Float task for new Teamwork CRM deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a deal is created in Teamwork CRM. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Connect more apps to your Float + Teamwork CRM flow

Track resource allocations across your CRM, alert your sales team, and sync financial records without manual entry. Pick a combination and activate it in one click.

Teamwork CRM
Float
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
AsanaAsana (4)
+
Google SheetsGoogle Sheets (4)
F
H
T
Create a HubSpot contact for every new person added in Float, and log the deal in Teamwork CRM.
New team members created in Float automatically generate a contact in HubSpot and a corresponding deal in Teamwork CRM, eliminating duplicate data entry.
T
F
H
When a deal is created in Teamwork CRM, create a project in Float and add a contact in HubSpot.
New deals in Teamwork CRM instantly trigger project planning in Float while updating your contact records in HubSpot.
T
F
H
Use Claude to evaluate new Teamwork CRM deals, create a project in Float, and update HubSpot contacts.
Claude evaluates incoming Teamwork CRM deals before Float projects are scheduled and HubSpot records are updated.
F
T
H
When logged time is updated in Float, update the associated deal in Teamwork CRM and log a note in HubSpot.
Tracked time adjustments in Float instantly update Teamwork CRM deals and add activity notes in HubSpot.

Supported triggers and actions for Teamwork CRM and Float

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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Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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What can you automate with Float + Teamwork CRM?

Streamline your resource planning and sales tracking with automated workflows connecting every project, deal, and time entry.

What you can automate?
🔄
Create deals from new scheduled projects
Automatically generate a new deal in Teamwork CRM the moment a project is created in Float. Keep your sales pipeline updated with active operational work without manual data entry.
📋
Capture every submitted project attribute
Map all available Float project fields and client details directly into Teamwork CRM deals and contact records instead of just basic names. Your CRM becomes a comprehensive source for client management.
🔔
Alert your team instantly on updates
Notify your team in Slack or via calendar entries the moment project schedules or CRM deals change. Keep everyone informed of operational milestones without sending status emails.
🔀
Route records based on submitted deal values
Trigger different project priorities in Float depending on the deal value or stage submitted in Teamwork CRM. Ensure high-value opportunities receive immediate resource allocation.
⏱️
Keep time tracking and deal values synchronized
Update logged time entries in Float and instantly reflect the corresponding hours and values in your Teamwork CRM deals. Ensure billing and forecasting records match actual work.
🔍
Search and update existing client records
Search for existing companies and contacts in Teamwork CRM before creating duplicates, ensuring clean data when new projects launch in Float.
📅
Manage time off and schedule adjustments
When time off or schedule changes occur in Float, automatically update Teamwork CRM activities and calendar entries to prevent scheduling conflicts.
🌐
Extend flows to spreadsheets and task boards
Push Float project updates and Teamwork CRM deals directly into Google Sheets or Asana for extended reporting and cross-functional team collaboration.
And much more...

Who is Float + Teamwork CRM integration for?

Project managers and sales leaders who need to align resource scheduling with pipeline tracking without wasting hours manually copying data between systems.

Operations Directors
Operations Directors
Sales Managers
Sales Managers
Client Account Leads
Client Account Leads
Resource Coordinators
Resource Coordinators
Project Delivery Teams
Project Delivery Teams
Finance Administrators
Finance Administrators
📈
Operations Directors
You're reviewing resource utilization reports across your organization, but your CRM pipeline data only updates when someone exports CSV files by hand, so the capacity metrics you're planning against are always a few hours behind — with this integration, every project and time entry lands in your CRM instantly and your operational data stays current.
Sales Managers
You need to act fast when contracts close and hand projects over to delivery teams, but manual notification delays leave resource schedulers waiting in the dark — with this integration, every new deal creates scheduled projects immediately and your pipeline moves forward without friction.
🤝
Client Account Leads
You answer to external clients who want immediate visibility into project milestones and time allocation, but piecing together reports from separate apps wastes valuable hours — this integration means every logged hour and task update syncs automatically across your tools and clients receive accurate progress reports on time.
📊
Resource Coordinators
The volume of new client projects and task assignments is too high for anyone to keep up with by hand, leading to scheduling bottlenecks and missed deadlines — automating both apps means every project creation and client update flows into your scheduling view instantly and your team stays fully productive.
🎯
Project Delivery Teams
You own the execution phase and depend on sales teams to hand over complete deal specifications, but missing details cause constant delays during kickoff — connecting these apps means every deal attribute populates your project board automatically and your team starts work with complete context.
🗂️
Finance Administrators
You need a reliable audit history of billable hours and deal values, but finding gaps between time tracking software and CRM records is a constant headache — this integration means every time entry and deal modification reconciles automatically and your financial records remain completely accurate.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Teamwork CRM + Float

Build and manage your Teamwork CRM + Float 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 + Float 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 Float to Teamwork CRM?
Frequently Asked Questions
You can connect Float to Teamwork CRM in 1-click using ready-made flows on Integrately, or ask Integrately AI to build the automation for your team.
Can I automatically create deals in Teamwork CRM when projects are created in Float?
Frequently Asked Questions
Can I connect Float, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Teamwork CRM?
Frequently Asked Questions
How does Float handle project scheduling updates in this integration?
Frequently Asked Questions
How does Teamwork CRM manage deal updates with Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Teamwork CRM?
Frequently Asked Questions
Is the Float and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Float
Popular Float Integrations
Connect Float to project management, time tracking, and team communication tools to streamline resource allocation.
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with sales automation, email marketing, and analytics platforms to accelerate deal conversion.