Zendesk Sell + Teamwork Integration

Integrate Teamwork to Zendesk Sell in one click, or tell Integrately AI how you want each task handled. Create deals, update contacts, log activities, and trigger follow-ups automatically.

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1.
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
Arrow Right
2.
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready Workflows Ready Workflows for Teamwork + Zendesk Sell Integration

Capture leads, create deals, keep projects updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zendesk Sell + Teamwork Integration

Create Teamwork task for new Zendesk Sell task

Zendesk Sell provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Zendesk Sell. Teamwork is a great tool for this.

All you need to do is - integrate Teamwork with Zendesk Sell to create task in Teamwork automatically when certain task occur in Zendesk Sell. This can save you time by not having to manually create tasks in both systems.
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Zendesk Sell + Teamwork Integration

Create Teamwork task for new Zendesk Sell 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 Teamwork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Zendesk Sell? Well now there is!

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

Create Teamwork task for new Zendesk Sell contact

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

When you create a contact in Zendesk Sell, do you also create a task in Teamwork? 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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Connect more apps to your Teamwork + Zendesk Sell flow

Send instant notifications, sync customer records across your CRM, and trigger emails or spreadsheet logs the moment work happens. Pick a combination and activate it in one click.

Zendesk Sell
Teamwork
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
T
Z
S
When a new task is created in Teamwork, create a lead in Zendesk Sell, and notify your team on Slack
New Teamwork tasks instantly create leads in Zendesk Sell while keeping your team updated in Slack without manual data entry.
T
Z
S
When a deal is created in Zendesk Sell, create a task in Teamwork, and post an update in Slack
New Zendesk Sell deals automatically generate Teamwork tasks and notify your operations channel in Slack.
T
Z
S
When a task is updated in Teamwork, update the lead in Zendesk Sell, and notify your sales team in Slack
Teamwork task updates immediately refresh Zendesk Sell leads and post an alert in Slack.

Supported triggers and actions for Zendesk Sell and Teamwork

Mix and match to build the exact automation you need

Zendesk Sell
Zendesk Sell Triggers & Actions
Deal is created in Zendesk Sell
Triggers the automation when a deal is created
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Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
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Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
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Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
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Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
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Task is created in Zendesk Sell
Triggers the automation when a new task is created
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Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
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Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
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Note is created in Zendesk Sell
Triggers the automation when a new note is created
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Product is created in Zendesk Sell
Triggers the automation when a new product is created
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Create lead in Zendesk Sell
Generates new leads for potential customers
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Update lead in Zendesk Sell
Updates the lead information
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Search lead in Zendesk Sell
Retrieves information for a particular lead
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Create person in Zendesk Sell
Generates a new person
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Update person in Zendesk Sell
Updates the information of a person
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Search contact in Zendesk Sell
Finds and retrieves contact information
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Create deal in Zendesk Sell
Generates a new deal with
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Search deal in Zendesk Sell
Retrieves and find a deal
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Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
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Create company in Zendesk Sell
Generates a new company profile with given details
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Update company in Zendesk Sell
Updates company information
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Search company in Zendesk Sell
Finds information about a company
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Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
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Search sequence in Zendesk Sell
Searches for a sequence
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Search user in Zendesk Sell
Searches for a user
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Create task in Zendesk Sell
Creates a new task
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Update task in Zendesk Sell
Updates the task with new information or changes
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Create note in Zendesk Sell
Creates a new note in the particular format
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Create product in Zendesk Sell
Generates and launch new products
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Update product in Zendesk Sell
Updates product information
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Search products in Zendesk Sell
Searches for products
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Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
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Search lead sources in Zendesk Sell
Searches for lead sources
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Get Deal By Id in Zendesk Sell
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Get Contact/Company By Id in Zendesk Sell
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Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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What can you automate with Teamwork + Zendesk Sell?

Streamline your pipeline and project delivery by connecting triggers and actions across Teamwork and Zendesk Sell.

What you can automate?
🔄
Sync tasks and sales deals automatically
Create a Zendesk Sell lead or deal the moment a new task is created in Teamwork. Keep sales and delivery teams working from the same source of truth.
📋
Capture every submitted field and detail
Map all available task parameters and custom fields directly into your sales pipeline instead of basic names and emails. Your CRM records become far more detailed for follow-up.
🔔
Notify the right person instantly
Alert your team in real time whenever project milestones or sales stages change. Eliminate waiting on manual status updates or internal emails.
🔀
Route records based on submitted criteria
Trigger different actions depending on specific deal values or task priorities submitted in the source app. Send high-priority items to specialized workflows.
🔄
Keep destination records up to date
Automatically update corresponding leads, deals, or tasks when modifications occur in either platform. Prevent outdated information from causing costly mistakes.
🔍
Prevent duplicates with smart matching
Search existing records before creating new entries to ensure contacts and tasks remain clean. Add updates to existing items instead of generating clutter.
Manage later status changes and closures
Handle deal closures, task completions, or stage transitions smoothly by triggering automated follow-up steps in the opposing platform.
🔌
Extend flows to your favorite messaging tools
Connect your core Teamwork and Zendesk Sell automation to Slack or Gmail to notify stakeholders and send client updates automatically.
And much more...

Who is Teamwork + Zendesk Sell integration for?

Operations teams, sales managers, and project leaders eliminate manual handoffs and keep customer and project records perfectly synchronized across both platforms.

Sales operations managers
Sales operations managers
Project coordinators
Project coordinators
Client success leads
Client success leads
Agency directors
Agency directors
Account executives
Account executives
Data administrators
Data administrators
📈
Sales operations managers
You're tracking pipeline growth in Zendesk Sell while execution happens in Teamwork, but manual data updates leave your performance reports incomplete — this integration means every new deal creates matching operational tasks instantly and your records stay current.
Project coordinators
You need to initiate project work the moment a client deal closes, but finding out about new sales by email leads to delayed kickoffs — with this integration, every new deal automatically generates a Teamwork task so your team starts work without delay.
🤝
Client success leads
You report on project progress to key accounts, but tracking updates across disconnected sales and project tools makes status reviews painful — automating both apps means project status changes sync directly to customer records for clear reporting.
📊
Agency directors
Your team handles high volumes of client requests and manual handoffs between sales and project management cause missed deadlines — connecting these apps means every submission flows smoothly into active projects without manual transcription.
👥
Account executives
You close deals in Zendesk Sell and depend on project teams to take over delivery, but communication gaps create friction during handovers — this integration means customer details transfer automatically into project tasks the second a deal is won.
🗂️
Data administrators
You need a reliable audit trail of client activities across platforms, but manual data entry leaves frequent gaps in your database — automating both apps means every task and deal record stays complete and accurate.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Zendesk Sell + Teamwork

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

1,500+ apps connected
1,500+ apps connected
Connect Zendesk Sell + Teamwork 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
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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Frequently Asked Questions

How do I connect Teamwork to Zendesk Sell?
Frequently Asked Questions
You can connect Teamwork to Zendesk Sell using 1-click automation setup on Integrately, along with Slack, HubSpot, Gmail, Google Sheets, Calendly, Stripe, and Integrately AI.
Can I automatically create Zendesk Sell deals from new Teamwork tasks?
Frequently Asked Questions
Can I connect Teamwork, Zendesk Sell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork and Zendesk Sell?
Frequently Asked Questions
How does Teamwork handle task data when syncing with Zendesk Sell?
Frequently Asked Questions
How are Zendesk Sell deals processed in Teamwork integrations?
Frequently Asked Questions
Do I need coding skills to automate Teamwork and Zendesk Sell?
Frequently Asked Questions
Is the Teamwork and Zendesk Sell integration free?
Frequently Asked Questions
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