QuickBooks Commerce + Teamwork CRM Integration

Integrate QuickBooks Commerce to Teamwork CRM in one click, or tell Integrately AI how you want each order handled. Sync orders, create matching deals and contacts, log company details, and trigger follow-ups automatically.

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1.
  • QuickBooks Commerce
    Invoice is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Contact is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is fulfilled in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order fulfillment is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Address is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is finalized in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Company is created in QuickBooks Commerce 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.
  • QuickBooks Commerce
    Create order in QuickBooks Commerce
  • QuickBooks Commerce
    Create contact in QuickBooks Commerce
  • QuickBooks Commerce
    Create company in QuickBooks Commerce
  • QuickBooks Commerce
    Search company in QuickBooks Commerce
  • QuickBooks Commerce
    Create address in QuickBooks Commerce
  • QuickBooks Commerce
    Search sales order in QuickBooks Commerce
  • 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 QuickBooks Commerce + Teamwork CRM Integration

Sync orders, create deals, update contacts, log companies, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
QuickBooks Commerce + Teamwork CRM Integration

Create Teamwork CRM contact from new QuickBooks Commerce contact

If you're an ecommerce business owner who uses QuickBooks Commerce to power your online store, you'll be happy to know that when a new contact is created in Teamwork CRM, this automation will automatically create a contact in QuickBooks Commerce.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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QuickBooks Commerce + Teamwork CRM Integration

Create Teamwork CRM contact from new QuickBooks Commerce order

As an online store owner, you're likely using QuickBooks Commerce to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate QuickBooks Commerce with Teamwork CRM? This integration will allow you to automatically create a contact for each new order in Teamwork CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Teamwork CRM + QuickBooks Commerce Integration

Create QuickBooks Commerce contact for new Teamwork CRM contact

Creating a new QuickBooks Commerce contact for every new Teamwork CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Teamwork CRM - QuickBooks Commerce integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your QuickBooks Commerce and Teamwork CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your QuickBooks Commerce + Teamwork CRM flow

Connect supporting apps to handle customer communication, financial reconciliation, and inventory tracking after your core workflow finishes. Pick a combination and activate it in one click.

QuickBooks Commerce
Teamwork CRM
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
Q
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Create a Shopify customer for every new QuickBooks Commerce contact, and add a matching deal in Teamwork CRM.
New QuickBooks Commerce contacts appear in Shopify as customers instantly while Teamwork CRM creates a matching deal, eliminating manual data entry.
Q
S
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Create a Shopify product when a QuickBooks Commerce order is created, and log it as a deal in Teamwork CRM.
Every new QuickBooks Commerce order generates a Shopify product and a Teamwork CRM deal automatically.
Q
S
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If a QuickBooks Commerce order is fulfilled, create a Shopify draft order and update the deal in Teamwork CRM.
Fulfilled QuickBooks Commerce orders trigger a Shopify draft order and update your Teamwork CRM deal stage.
Q
S
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Use Claude to summarise QuickBooks Commerce order notes, create a Shopify customer, and add a deal in Teamwork CRM.
Claude summarises order notes before Shopify creates the customer and Teamwork CRM logs the deal.

Supported triggers and actions for QuickBooks Commerce and Teamwork CRM

Mix and match to build the exact automation you need

QuickBooks Commerce
QuickBooks Commerce Triggers & Actions
Instant
Invoice is created in QuickBooks Commerce
Triggers the automation when any invoice is added or modified
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Instant
Contact is created in QuickBooks Commerce
Triggers the automation when a new contact is created
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Instant
Order is created in QuickBooks Commerce
Triggers the automation when a new order is created
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Instant
Order is fulfilled in QuickBooks Commerce
Triggers the automation when any order is successfully delivered
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Instant
Order fulfillment is created in QuickBooks Commerce
Triggers the automation when a new order fulfillment is created
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Instant
Address is created in QuickBooks Commerce
Triggers the automation when a new address is created
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Instant
Order is finalized in QuickBooks Commerce
Triggers the automation when an order is finalized
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Instant
Company is created in QuickBooks Commerce
Triggers the automation when a new company is created
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Create order in QuickBooks Commerce
Creates a new order
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Create contact in QuickBooks Commerce
Adds a new contact to the database
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Create company in QuickBooks Commerce
Generates a new company profile with given details
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Search company in QuickBooks Commerce
Finds information about a company
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Create address in QuickBooks Commerce
Generates a new address entry
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Search sales order in QuickBooks Commerce
Searches for a sales order with
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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
Try it →

What can you automate with QuickBooks Commerce + Teamwork CRM?

Streamline your retail operations and sales pipeline with automated order syncs, deal creation, and contact management.

What you can automate?
🔄
Sync retail orders directly to sales deals
Create a matching deal in Teamwork CRM the moment an order is created in QuickBooks Commerce. Eliminate manual transcription and keep your sales pipeline updated in real time.
📝
Capture every submitted order field
Map all available QuickBooks Commerce order items, pricing details, and customer notes into Teamwork CRM fields instead of just basic contact info. Your CRM records become a complete operational reference.
🔔
Alert your team instantly on new orders
Notify your sales channel the second a wholesale order arrives or a contact registers, ensuring rapid response times and better client engagement.
🔀
Route deals based on order value
Set conditional rules to assign high-value QuickBooks Commerce orders to senior account executives in Teamwork CRM while routing standard orders to junior reps automatically.
🔄
Keep CRM records updated as orders change
Automatically update Teamwork CRM deal stages and contact properties whenever an order is fulfilled, finalised, or modified in QuickBooks Commerce.
🔍
Search and update instead of creating duplicates
Check if a company or contact already exists in Teamwork CRM before creating a new record, keeping your database clean and organized.
⚙️
Manage later status changes and fulfillment
Handle fulfillment milestones, invoice finalization, and order completions by automatically updating corresponding deal statuses in Teamwork CRM.
🔌
Extend your workflow to Google Sheets
Connect QuickBooks Commerce and Teamwork CRM to Google Sheets to log every order row for custom reporting while your sales team tracks deals in the CRM.
And much more...

Who is QuickBooks Commerce + Teamwork CRM integration for?

Wholesale and retail teams handling multi-channel B2B orders use this integration to keep sales pipelines updated without manual data entry.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Wholesale Fulfillment Teams
Wholesale Fulfillment Teams
Business Development Reps
Business Development Reps
Finance and Audit Analysts
Finance and Audit Analysts
📈
Sales Operations Managers
You rely on accurate pipeline reports for forecasting, but sales reps manually copy retail orders into your CRM, so revenue numbers are always hours behind — this integration means every new order populates your CRM instantly and your dashboard stays current.
Account Executives
You need to engage wholesale leads the moment they purchase, but you find out about new retail orders too late in the day — this integration means every transaction triggers immediate CRM deal creation so you can follow up while interest is high.
📋
Client Success Leads
You answer to key accounts who expect prompt onboarding after placing orders, but manual handoffs cause frustrating delays — this integration means onboarding tasks and deals open automatically so client progress is visible from day one.
📦
Wholesale Fulfillment Teams
The order volume from your retail platform is too high for anyone to keep customer records updated by hand, leading to scattered data — this integration means every order and contact syncs seamlessly so your database remains complete.
🤝
Business Development Reps
You own the outreach stage and depend on retail teams to hand over new client accounts, but communication gaps stall your momentum — this integration means new accounts flow directly into your pipeline so you can start prospecting immediately.
🔍
Finance and Audit Analysts
You need a reliable history of transactions and keep finding gaps between retail sales and CRM records — this integration means every order and contact creates a permanent audit trail so discrepancies disappear.
Our team

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Why choose Integrately to automate QuickBooks Commerce + Teamwork CRM

Build and manage your QuickBooks Commerce + 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 QuickBooks Commerce + 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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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 QuickBooks Commerce to Teamwork CRM?
Frequently Asked Questions
You can connect QuickBooks Commerce to Teamwork CRM in 1 click using ready templates or ask Integrately AI to build the automation for you. It syncs orders and updates contacts effortlessly.
Can I automatically create deals in Teamwork CRM when a QuickBooks Commerce order is placed?
Frequently Asked Questions
Can I connect QuickBooks Commerce, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for QuickBooks Commerce and Teamwork CRM?
Frequently Asked Questions
How does QuickBooks Commerce handle contact and order data in this integration?
Frequently Asked Questions
How does Teamwork CRM receive updates from QuickBooks Commerce?
Frequently Asked Questions
Do I need coding skills to automate QuickBooks Commerce and Teamwork CRM?
Frequently Asked Questions
Is the QuickBooks Commerce and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect QuickBooks Commerce or Teamwork CRM With 1500+ Other Apps

QuickBooks Commerce
Popular QuickBooks Commerce Integrations
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Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with email marketing, customer support, and scheduling tools to accelerate sales cycles.