Teamwork CRM + Workast Integration

Connect Teamwork CRM to Workast - Automate your workflows in 1-click

Make use of Teamwork CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Workast automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Teamwork CRM + Workast integration.

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Ready Workflows For Teamwork CRM + Workast Integration

Just click on the workflow you want to automate

Create Workast task for new Teamwork CRM contact

Teamwork CRM and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Teamwork CRM, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Workast task for new Teamwork CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Workast to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Teamwork CRM? Well now there is!

With our integration between Teamwork CRM and Workast, creating task in Workast is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding task in Workast to keep your team up-to-date.

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When Contact is created in Teamwork CRM > Check any condition > Create Task in Workast

Teamwork CRM + Workast Integration

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Create Your Own Teamwork CRM & Workast Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is created in Teamwork CRM
Triggers the automation whenever a new company is created
Instant
Contact is created in Teamwork CRM
Triggers the automation whenever a new contact is created
Instant
Deal is created in Teamwork CRM
Triggers the automation whenever a deal is created
Instant
Deal is updated in Teamwork CRM
Triggers the automation whenever a deal is updated
Instant
Deal is deleted in Teamwork CRM
Triggers the automation whenever a deal is deleted
Instant
Activity is created in Teamwork CRM
Triggers the automation whenever a new activity is created
Instant
Activity is updated in Teamwork CRM
Triggers the automation whenever an activity is updated
Instant
Activity is deleted in Teamwork CRM
Triggers the automation whenever any activity is deleted
Instant
Note is created in Teamwork CRM
Triggers the automation whenever a new note is created
Instant
File is created in Teamwork CRM
Triggers the automation whenever a particular action in the workflow fails
Instant
Task is created in Workast
Automatically updates a number

Create deal in Teamwork CRM
Automatically generates a new deal with
Search deal in Teamwork CRM
Automatically retrieves and find a deal
Create contact in Teamwork CRM
Automatically adds a new contact to the database
Search contact in Teamwork CRM
Automatically finds and retrieves contact information
Create company in Teamwork CRM
Automatically generates a new company profile with given details
Search company in Teamwork CRM
Automatically find information about a company
Create note in Teamwork CRM
Automatically creates a new note in the particular format
Create activity in Teamwork CRM
Automatically generates a new activity or task
Search activity in Teamwork CRM
Automatically retrieves search results based on particular criteria
Create pipeline in Teamwork CRM
Automatically creates a new pipeline
Create stage in Teamwork CRM
Automatically generates a new stage for the workflow
Search country in Teamwork CRM
Automatically searches for a country
Search user in Teamwork CRM
Automatically searches for a user
Create product in Teamwork CRM
Automatically generates and launch new products
Search product in Teamwork CRM
Automatically searches for a product
Create Task in Workast
Automatically creates a new task
Create Space in Workast
Triggers the automation whenever a new task is created

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Teamwork CRM & Workast In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Teamwork CRM or Workast With 1200+ Other Apps

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.

See Teamwork CRM Integrations

Stay on top of your most important tasks with Workast. Capture work in progress, share your ideas, collaborate with teammates and get more done. Plan your day in seconds.

See Workast Integrations