Teamwork CRM + Salesforce Integration

Connect Teamwork CRM to Salesforce in 1 click

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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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows   for Teamwork CRM + Salesforce Integration

Just click on the workflow you want to automate

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

Create Teamwork CRM contact for new Salesforce record

Automatically creating Teamwork CRM contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Teamwork CRM + Salesforce Integration

Create Salesforce contact for new Teamwork CRM contact

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 Teamwork CRM - Salesforce integration, anytime a new Teamwork CRM contact is created, an Salesforce 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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Teamwork CRM + Salesforce Integration

Create Salesforce record for new Teamwork CRM contact

When a new contact is created in your Teamwork CRM, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Teamwork CRM + Salesforce Integration

Create Salesforce opportunity from new Teamwork CRM contact

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

This Teamwork CRM - Salesforce 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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Automations

Top 10 Most Popular Teamwork CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Teamwork CRM logo
Create Teamwork CRM contact for new Elementor Forms form submission
Activate
Webflow (Legacy) logo
Teamwork CRM logo
Create Teamwork CRM contact for new Webflow form submission
Simvoly logo
Teamwork CRM logo
Create Teamwork CRM contact for new Simvoly form submission
WPForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new WPForms form submission
Mautic logo
Teamwork CRM logo
Create Teamwork CRM contact for new Mautic form submission
Elementor Forms logo
Teamwork CRM logo
Create Teamwork CRM contact for new Elementor Forms form submission
Activate
Webflow (Legacy) logo
Teamwork CRM logo
Create Teamwork CRM contact for new Webflow form submission
Simvoly logo
Teamwork CRM logo
Create Teamwork CRM contact for new Simvoly form submission
WPForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new WPForms form submission
Mautic logo
Teamwork CRM logo
Create Teamwork CRM contact for new Mautic form submission
HappyForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new HappyForms form submission
Marquiz logo
Teamwork CRM logo
Create Teamwork CRM contact for new Marquiz lead
Bit Form logo
Teamwork CRM logo
Create Teamwork CRM contact for new Bit Form response
FormKeep logo
Teamwork CRM logo
Create Teamwork CRM contact for new FormKeep submission
ConvertCreator logo
Teamwork CRM logo
Create Teamwork CRM contact for new ConvertCreator form submission
HappyForms logo
Teamwork CRM logo
Create Teamwork CRM contact for new HappyForms form submission
Marquiz logo
Teamwork CRM logo
Create Teamwork CRM contact for new Marquiz lead
Bit Form logo
Teamwork CRM logo
Create Teamwork CRM contact for new Bit Form response
FormKeep logo
Teamwork CRM logo
Create Teamwork CRM contact for new FormKeep submission
ConvertCreator logo
Teamwork CRM logo
Create Teamwork CRM contact for new ConvertCreator form submission

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Teamwork CRM or Salesforce With 1400+ Other Apps

Teamwork CRM
Teamwork CRM
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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.