Join It + Teamwork CRM Integration

Integrate Join It to Teamwork CRM in one click, or tell Integrately AI how you want each membership handled. Capture member details, create contacts and deals in Teamwork CRM, update your sales pipeline, and track renewals automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It 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.
  • 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 Join It + Teamwork CRM Integration

Create contacts, add companies, set up deals, track activities, and manage renewals, all in just one click.

Most popular automationsmost-popular-automations
Join It + Teamwork CRM Integration

Create Teamwork CRM deal from new Join It memberships

Anytime a new memberships is created in your Join It, a new deal will automatically be created in your Teamwork CRM. This ensures that all of your deal are linked to the right memberships, and that you never miss an opportunity to follow up with a new lead.

This Join It - Teamwork CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Join It + Teamwork CRM Integration

Create Teamwork CRM contact for new Join It memberships

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Join It - Teamwork CRM integration, anytime a new Join It memberships is created, an Teamwork CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Join It + Teamwork CRM flow

Streamline member onboarding by syncing payments, alerting your team, and sending follow-up communications. Pick a combination and activate it in one click.

Join It
Teamwork CRM
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
J
S
T
When a new membership is created in Join It, create a customer in Stripe and create a contact in Teamwork CRM
New memberships instantly create a customer profile in Stripe and a contact record in Teamwork CRM without manual data entry.
J
S
T
When a payment is created in Join It, create a charge in Stripe and create a deal in Teamwork CRM
Log payments in Stripe and open new sales deals in Teamwork CRM the moment a transaction completes in Join It.
J
S
T
When a membership is renewed in Join It, update the subscription in Stripe and update the deal in Teamwork CRM
Keep subscription records in Stripe and deal stages in Teamwork CRM current when a membership renews in Join It.
J
S
T
When a membership becomes inactive in Join It, cancel the subscription in Stripe and update the contact in Teamwork CRM
Manage cancellations smoothly by updating Stripe subscriptions and Teamwork CRM contact statuses automatically.

Supported triggers and actions for Join It and Teamwork CRM

Mix and match to build the exact automation you need

Join It
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
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Instant
Membership is updated in Join It
Triggers the automation when a membership is modified
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Instant
Payment is created in Join It
Triggers the automation when a new payment is created
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Instant
Membership is renewed in Join It
Triggers the automation when membership is renewed
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Instant
Membership goes into inactive status in Join It
Triggers the automation when a membership becomes inactive
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No action is available
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 Join It + Teamwork CRM?

Streamline your member management and sales pipeline by automating routine data synchronization tasks.

What you can automate?
🔄
Create CRM contacts from new memberships
Automatically generate a new contact in Teamwork CRM the moment a membership is created in Join It, eliminating manual data entry.
📋
Capture every submitted member detail
Map all membership form fields directly into Teamwork CRM contact and company records so your sales team has complete context.
🔔
Alert your team immediately on payment
Trigger instant team notifications and create sales deals in Teamwork CRM as soon as a payment is created in Join It.
🔀
Route deals based on membership tier
Create high-priority deals in Teamwork CRM for premium memberships while routing standard tier signups to your general queue.
📅
Keep deal stages updated on renewal
Automatically update Teamwork CRM deal statuses and renewal dates whenever a membership is renewed in Join It.
🔍
Search and update instead of duplicating
Check if a contact already exists in Teamwork CRM before adding information, preventing duplicate records during signups.
⚠️
Manage inactive memberships automatically
Update contact statuses and close out deals in Teamwork CRM when memberships transition into inactive status.
💬
Extend workflows with Slack notifications
Combine Join It and Teamwork CRM with Slack to announce new member signups and payment milestones instantly to your team.
And much more...

Who is Join It + Teamwork CRM integration for?

Connect membership management with sales tracking to eliminate manual data entry, keep pipeline records accurate, and empower revenue teams.

Membership analysts
Membership analysts
Sales representatives
Sales representatives
Account managers
Account managers
Membership coordinators
Membership coordinators
Sales managers
Sales managers
Operations directors
Operations directors
📈
Membership analysts
You track subscriber signups in Join It, but your management reports are always outdated because metrics are compiled by hand — integrating these apps means every new membership creates a Teamwork CRM contact instantly and your data stays current.
Sales representatives
You need to reach out to new signups quickly, but you discover new member payments hours after they arrive — with this integration, every payment creates a Teamwork CRM deal instantly and your outreach begins right away.
🤝
Account managers
You answer to clients and stakeholders who want visibility into membership renewals, but tracking renewals across platforms causes delays — automating both apps means every renewal updates Teamwork CRM records automatically and reporting is always ready.
📊
Membership coordinators
The volume of new signups is too high for anyone to keep customer records updated by hand, leading to missing contact data — connecting these apps means every membership creates a Teamwork CRM contact seamlessly and no signups slip through.
🎯
Sales managers
You own the sales pipeline and depend on administrative staff to hand over new leads from membership forms, creating bottlenecks — this integration means every membership submission creates a Teamwork CRM deal instantly and your team starts work without delay.
🗂️
Operations directors
You need a reliable history of member activity, but manual data entry leaves frequent gaps in your CRM history — with this integration, every membership status change updates Teamwork CRM records accurately and maintains a complete audit trail.
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Why choose Integrately to automate Join It + Teamwork CRM

Build and manage your Join It + 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 Join It + 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
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Join It to Teamwork CRM?
Frequently Asked Questions
You can connect Join It to Teamwork CRM in 1 click using ready workflows on Integrately. Simply choose a template, link your accounts, and let Integrately AI or ready-made flows handle the data sync between Join It, Teamwork CRM, Slack, and other apps.
Can I automatically create a Teamwork CRM contact when a new membership is created in Join It?
Frequently Asked Questions
Can I connect Join It, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Join It and Teamwork CRM?
Frequently Asked Questions
How does the Join It membership status trigger work with Teamwork CRM?
Frequently Asked Questions
Can I update existing deals in Teamwork CRM when a payment is created in Join It?
Frequently Asked Questions
Do I need coding skills to set up Join It and Teamwork CRM automations?
Frequently Asked Questions
Is the Join It and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Join It or Teamwork CRM With 1500+ Other Apps

Join It
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with proposal software, invoicing tools, and helpdesks to keep your sales pipeline connected.