PerfexCRM + Teamwork Desk Integration

Connect PerfexCRM to Teamwork Desk in 1 click

Integrate PerfexCRM + Teamwork Desk For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular PerfexCRM + Teamwork Desk Workflows

Create PerfexCRM contact from new Teamwork Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in PerfexCRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - PerfexCRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in PerfexCRM.

This makes it easy to keep track of your support tickets and contacts in one place.

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Create Your Own PerfexCRM & Teamwork Desk Integration Without Any Code

Create Custom Workflow

Ticket is created in Teamwork Desk Instant
Ticket is assigned in Teamwork Desk Instant
Thread is updated in Teamwork Desk Instant
Customer sends a reply in Teamwork Desk Instant
Ticket is unassigned in Teamwork Desk Instant
Agent sends a reply in Teamwork Desk Instant
Ticket note is created in Teamwork Desk Instant
Customer is created in Teamwork Desk Instant

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Update customer in Teamwork Desk
Add reply to a ticket in Teamwork Desk
Remove ticket in Teamwork Desk
Search customer in Teamwork Desk
Search Ticket in Teamwork Desk
Create customer in Teamwork Desk
Create ticket in Teamwork Desk

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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You Can Also Connect PerfexCRM or Teamwork Desk With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Teamwork Desk is a complete support software that makes it easy to handle customer queries. When you are working with multiple teams, this software will help you manage them all from one place.

See Teamwork Desk Integrations