Teamwork Desk + Salesforce Integration

Connect Teamwork Desk to Salesforce in 1 click

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1.
  • Teamwork Desk
    Ticket is created in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk 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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2.

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Ready Workflows Ready Workflows   for Teamwork Desk + Salesforce Integration

Just click on the workflow you want to automate

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

Create Salesforce 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 Salesforce. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Salesforce + Teamwork Desk Integration

Create Teamwork Desk ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Teamwork Desk whenever an opportunity is created in Salesforce. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Automations

Top 10 Most Popular Teamwork Desk Automations from
Integrately Community

Just click on the workflow you want to automate

Teamwork Desk logo
WhatsApp logo
Send WhatsApp message for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Google Sheets logo
Create Google Sheets row for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Slack logo
Send Slack message for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Microsoft Outlook logo
Create Microsoft Outlook contact from new Teamwork Desk ticket
Activate
Teamwork Desk logo
Google Sheets logo
Create Google Sheets row for new Teamwork Desk user
Activate
Teamwork Desk logo
WhatsApp logo
Send WhatsApp message for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Google Sheets logo
Create Google Sheets row for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Slack logo
Send Slack message for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Microsoft Outlook logo
Create Microsoft Outlook contact from new Teamwork Desk ticket
Activate
Teamwork Desk logo
Google Sheets logo
Create Google Sheets row for new Teamwork Desk user
Activate
Chatbot logo
Teamwork Desk logo
Create Teamwork Desk ticket for new Chatbot response
Activate
Teamwork Desk logo
Smartsheet logo
Create Smartsheet row for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Teamwork logo
Create Teamwork task for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Microsoft Outlook logo
Send Microsoft Outlook email for new Teamwork Desk ticket
Teamwork Desk logo
Manychat logo
Send ManyChat message for new Teamwork Desk ticket
Chatbot logo
Teamwork Desk logo
Create Teamwork Desk ticket for new Chatbot response
Activate
Teamwork Desk logo
Smartsheet logo
Create Smartsheet row for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Teamwork logo
Create Teamwork task for new Teamwork Desk ticket
Activate
Teamwork Desk logo
Microsoft Outlook logo
Send Microsoft Outlook email for new Teamwork Desk ticket
Teamwork Desk logo
Manychat logo
Send ManyChat message for new Teamwork Desk ticket

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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

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

Teamwork Desk
Teamwork Desk
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.
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