Teamwork CRM + UChat Integration

Integrate Teamwork CRM to UChat in one click, or tell Integrately AI how you want each contact handled. Capture leads, send chat messages, update your CRM, alert your sales team, and trigger follow-ups automatically.

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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
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
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2.
  • 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
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready Workflows Ready Workflows for Teamwork CRM + UChat Integration

Capture leads, send chat messages, update contact records, alert your sales team, and trigger follow-ups, all in just one click.

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

Send UChat message for new Teamwork CRM deal

Whenever a new deal is created in your Teamwork CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending UChat message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Teamwork CRM - UChat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Teamwork CRM + UChat Integration

Send UChat message for new Teamwork CRM contact

Anytime a new contact is added to your Teamwork CRM, automatically send them a message through UChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Teamwork CRM - UChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Teamwork CRM + UChat flow

Connect your sales and chat tools with email, calendars, and forms to keep your team aligned. Pick a combination and activate it in one click.

Teamwork CRM
UChat
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
GmailGmail (3)
T
U
H
Create a HubSpot contact when a new contact is created in Teamwork CRM, and send a welcome text message in UChat
New Teamwork CRM contacts appear in HubSpot instantly while UChat dispatches a welcome message, removing manual data entry.
T
U
H
When a deal is created in Teamwork CRM, send a UChat text message and create a deal in HubSpot
Teamwork CRM deals instantly trigger UChat notifications and populate HubSpot pipeline records.
U
T
H
When a bot user is subscribed in UChat, create a contact in Teamwork CRM and create a contact in HubSpot
New UChat subscribers automatically populate both Teamwork CRM and HubSpot in real time.
T
C
U
H
Use ChatGPT to summarise new Teamwork CRM contacts, send the brief via UChat, and create a HubSpot contact
AI summarises new Teamwork CRM contacts before UChat sends a message and HubSpot stores the record.

Supported triggers and actions for Teamwork CRM and UChat

Mix and match to build the exact automation you need

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
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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
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Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
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Create tag in UChat
Generates a new tag
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What can you automate with Teamwork CRM + UChat?

Streamline your sales pipeline and chat messaging workflows with ready-made automation sequences.

What you can automate?
🤖
Trigger chatbot messages from CRM updates
Send automated UChat text messages and initiate bot flows instantly whenever a new contact or deal is created in Teamwork CRM.
📊
Capture every submitted chat field
Map UChat bot user fields, variables, and subscriber details directly into Teamwork CRM contacts and company profiles.
🔔
Alert your sales team immediately
Notify your team the moment a UChat conversation opens or a new bot user subscribes to ensure rapid response times.
🔀
Route chats based on tag values
Trigger different UChat sub flows or create specific Teamwork CRM deals depending on tags added or removed in chat.
🔄
Keep CRM deals up to date
Update Teamwork CRM deals and activities automatically as UChat conversation states and variable values change.
🔍
Search and prevent duplicate records
Search existing contacts and companies in Teamwork CRM before creating new entries from UChat subscriber data.
⚙️
Handle later deal status changes
Update UChat user fields or tags when Teamwork CRM deals are updated, won, or deleted across your sales pipeline.
💬
Extend your workflow with Slack
Connect your Teamwork CRM and UChat automation with Slack to broadcast important deal updates to your sales channel.
And much more...

Who is Teamwork CRM + UChat integration for?

Connecting Teamwork CRM and UChat eliminates manual data entry between your sales pipeline and chatbot platform so revenue teams operate with zero lag.

Performance marketers
Performance marketers
Sales reps
Sales reps
Customer success managers
Customer success managers
Support leads
Support leads
Account executives
Account executives
Operations managers
Operations managers
📈
Performance marketers
You report on sales pipeline metrics and forecast from your CRM, but your chat engagement data lives separately, so your conversion reports are always missing key customer touchpoints — with this integration, every UChat chat activity syncs directly into Teamwork CRM and your reporting stays complete.
⚡
Sales reps
You need to follow up with inbound leads instantly, but chats and CRM records are disconnected, so you find out about engaged prospects hours too late — automating both apps means UChat bot interactions trigger immediate Teamwork CRM updates so you never miss a hot lead.
🤝
Customer success managers
You answer to clients who want full visibility into their onboarding status, but customer interactions are scattered across chat and CRM tools — connecting these apps means every UChat conversation update reflects instantly in Teamwork CRM for effortless client reviews.
📋
Support leads
Your chat volume is too high for anyone to manually log conversations into your sales platform, leaving huge gaps in your customer history — this integration means every UChat interaction automatically updates your Teamwork CRM records without manual data entry.
💼
Account executives
You own the sales pipeline and depend on marketing leads being qualified upstream, but disconnected tools cause handoff delays — with this integration, qualified UChat bot users create deals in Teamwork CRM the moment qualification completes.
🔍
Operations managers
You need a reliable history of every prospect interaction, but manual record-keeping always leaves missing entries in your CRM history — automating both apps means every UChat message and tag syncs reliably into Teamwork CRM.
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Why choose Integrately to automate Teamwork CRM + UChat

Build and manage your Teamwork CRM + UChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + UChat 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Teamwork CRM to UChat?
Frequently Asked Questions
You can connect Teamwork CRM to UChat in 1 click using ready templates on Integrately. Choose a pre-built workflow, connect your accounts, or ask Integrately AI to build the automation for your exact sales and messaging process.
Can I trigger UChat messages automatically when a contact is created in Teamwork CRM?
Frequently Asked Questions
Can I connect Teamwork CRM, UChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork CRM and UChat?
Frequently Asked Questions
How does Teamwork CRM handle contact data during automation?
Frequently Asked Questions
Can UChat variables and tags update Teamwork CRM records?
Frequently Asked Questions
Do I need coding skills to automate Teamwork CRM and UChat?
Frequently Asked Questions
Is the Teamwork CRM and UChat integration free?
Frequently Asked Questions
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