Kanban Tool + Teamwork CRM Integration

Connect Kanban Tool to Teamwork CRM - Automate your workflows in 1-click

Make use of Kanban Tool automations to improve team communication and gain real-time visibility into project progress. Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Kanban Tool + Teamwork CRM integration.

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Ready Workflows For Kanban Tool + Teamwork CRM Integration

Just click on the workflow you want to automate

Create Kanban Tool task for new Teamwork CRM contact

Teamwork CRM + Kanban Tool Integration

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Create Kanban Tool checklist for new Teamwork CRM deal

If you're using Teamwork CRM and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Teamwork CRM, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Teamwork CRM and Kanban Tool accounts and start creating deal!

Activate

Create Kanban Tool checklist for new Teamwork CRM contact

When you create a new contact in Teamwork CRM, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Teamwork CRM and Kanban Tool!

Activate

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Create Your Own Kanban Tool & Teamwork CRM Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is created in Kanban Tool
Triggers the automation whenever a new task is created
Task is moved in Kanban Tool
Triggers the automation whenever a task is moved with
Task is updated in Kanban Tool
Triggers the automation whenever any task is updated
Task is archived in Kanban Tool
Triggers the automation whenever any task is archived
Checklist item is created in Kanban Tool
Triggers the automation whenever a new checklist item is created
Board is created in Kanban Tool
Triggers the automation whenever a new board is created
Swimlane is created in Kanban Tool
Triggers the automation whenever a new swimlane is created
Card type is created in Kanban Tool
Triggers the automation whenever a new type of card is created
Workflow stage is created in Kanban Tool
Triggers the automation whenever a workflow stage is created
Comment is created in Kanban Tool
Triggers the automation whenever a new comment is created
Activity is created on board in Kanban Tool
Triggers the automation whenever any activity is created in the particular board
Company is created in Teamwork CRM
Triggers the automation whenever a new company is created
Instant
Contact is created in Teamwork CRM
Triggers the automation whenever a new contact is created
Instant
Deal is created in Teamwork CRM
Triggers the automation whenever a deal is created
Instant
Deal is updated in Teamwork CRM
Triggers the automation whenever a deal is updated
Instant
Deal is deleted in Teamwork CRM
Triggers the automation whenever a deal is deleted
Instant
Activity is created in Teamwork CRM
Triggers the automation whenever a new activity is created
Instant
Activity is updated in Teamwork CRM
Triggers the automation whenever an activity is updated
Instant
Activity is deleted in Teamwork CRM
Triggers the automation whenever any activity is deleted
Instant
Note is created in Teamwork CRM
Triggers the automation whenever a new note is created
Instant
File is created in Teamwork CRM
Triggers the automation whenever a particular action in the workflow fails
Instant

Create task in Kanban Tool
Automatically creates a new task
Move task in Kanban Tool
Automatically transfer the task to a new location
Delete task in Kanban Tool
Automatically removes a particular task
Search task in Kanban Tool
Automatically searches for a task
Get task details in Kanban Tool
Automatically retrieves details about a task from the designated source
Archive task in Kanban Tool
Automatically move completed tasks to a designated archive folder
Update task in Kanban Tool
Automatically updates the task with new information or changes
Create checklist item in Kanban Tool
Automatically generates a checklist item in a particular checklist
Complete checklist item in Kanban Tool
Automatically mark checklist item as complete
Delete checklist item in Kanban Tool
Automatically removes an item from a checklist
Create comment in Kanban Tool
Automatically generates a new comment
Create deal in Teamwork CRM
Automatically generates a new deal with
Search deal in Teamwork CRM
Automatically retrieves and find a deal
Create contact in Teamwork CRM
Automatically adds a new contact to the database
Search contact in Teamwork CRM
Automatically finds and retrieves contact information
Create company in Teamwork CRM
Automatically generates a new company profile with given details
Search company in Teamwork CRM
Automatically find information about a company
Create note in Teamwork CRM
Automatically creates a new note in the particular format
Create activity in Teamwork CRM
Automatically generates a new activity or task
Search activity in Teamwork CRM
Automatically retrieves search results based on particular criteria
Create pipeline in Teamwork CRM
Automatically creates a new pipeline
Create stage in Teamwork CRM
Automatically generates a new stage for the workflow
Search country in Teamwork CRM
Automatically searches for a country
Search user in Teamwork CRM
Automatically searches for a user
Create product in Teamwork CRM
Automatically generates and launch new products
Search product in Teamwork CRM
Automatically searches for a product

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Kanban Tool & Teamwork CRM In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Kanban Tool or Teamwork CRM With 1200+ Other Apps

Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.

See Kanban Tool Integrations

Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.

See Teamwork CRM Integrations