How to connect Salesforce + Teamwork
Zapier lets you send info between Salesforce and Teamwork automatically—no code required.
Popular Salesforce + Teamwork workflows
Add Teamwork tasks for new Salesforce opportunities
Add Teamwork tasks for new Salesforce opportunitiesPremiumCreate Salesforce events from new Teamwork calendar events
Create Salesforce events from new Teamwork calendar eventsPremium
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- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Teamwork
Triggered when you add a new calendar event.
Instant
Trigger
- Teamwork
Triggered when a calendar event reminder is sent.
Instant
Trigger
- Teamwork
Triggered when you add a new card.
Instant
Trigger
- Teamwork
Triggered when you add a new column.
Instant
Trigger
- Teamwork
Triggered when you add a new comment.
Instant
Trigger
- Teamwork
Triggered when you add a new company.
Instant
Trigger
- Teamwork
Triggered when you add a new expense.
Instant
Trigger
- Teamwork
Triggered when you add a new file.
Instant
Trigger
- Teamwork
Triggered when you add a new invoice.
Instant
Trigger
- Teamwork
Triggered when you add a new link.
Instant
Trigger
- Teamwork
Triggered when you add a new message.
Instant
Trigger
- Teamwork
Triggered when you add a new message reply.
Instant
Trigger
- Teamwork
Triggered when you add a new milestone.
Instant
Trigger
- Teamwork
Triggered when you add a new notebook.
Instant
Trigger
- Teamwork
Triggered when you add a new person.
Instant
Trigger
- Teamwork
Triggered when you add a new project.
Instant
Trigger
- Teamwork
Triggered when a project is updated or deleted.
Instant
Trigger
- Teamwork
Triggered when you add a new risk.
Instant
Trigger
- Teamwork
Triggered when you add a new status.
Instant
Trigger
- Teamwork
Triggered when you add a new task.
Instant
Trigger
- Teamwork
Triggered when you add a new task list.
Instant
Trigger
- Teamwork
Triggered when a task is updated or deleted.
Instant
Trigger
- Teamwork
Triggered when you add a new time entry.
Instant
Trigger
- Teamwork
Adds a task list from a template to the selected project.
Scheduled
Action
- Teamwork
Creates a new calendar event.
Scheduled
Action
- Teamwork
Creates a new calendar event type.
Scheduled
Action
- Teamwork
Creates a new column.
Scheduled
Action
- Teamwork
Creates a new company.
Scheduled
Action
- Teamwork
Creates a new expense.
Scheduled
Action
- Teamwork
Creates a new file category.
Scheduled
Action
- Teamwork
Creates a new file comment.
Scheduled
Action
- Teamwork
Uploads a file to a project.
Scheduled
Action
- Teamwork
Creates a new invoice.
Scheduled
Action
- Teamwork
Creates a new link category.
Scheduled
Action
- Teamwork
Creates a new link comment.
Scheduled
Action
- Teamwork
Creates a new link.
Scheduled
Action
- Teamwork
Marks a task complete.
Scheduled
Action
- Teamwork
Creates a new message category.
Scheduled
Action
- Teamwork
Creates a new message.
Scheduled
Action
- Teamwork
Creates a new message reply.
Scheduled
Action
- Teamwork
Creates a new milestone comment.
Scheduled
Action
- Teamwork
Creates a new milestone.
Scheduled
Action
- Teamwork
Moves a board card.
Scheduled
Action
- Teamwork
Creates a new notebook category.
Scheduled
Action
- Teamwork
Creates a new notebook comment.
Scheduled
Action
- Teamwork
Creates a new notebook.
Scheduled
Action
- Teamwork
Creates a new person.
Scheduled
Action
- Teamwork
Creates a new project category.
Scheduled
Action
- Teamwork
Creates a new project.
Scheduled
Action
- Teamwork
Adds people to a project.
Scheduled
Action
- Teamwork
Creates a new status.
Scheduled
Action
- Teamwork
Creates a new task comment.
Scheduled
Action
- Teamwork
Creates a new task.
Scheduled
Action
- Teamwork
Creates a new task list.
Scheduled
Action
- Teamwork
Creates new time entry on a project.
Scheduled
Action
- Teamwork
Creates new time entry on a task.
Scheduled
Action
- Teamwork
Updates an existing task.
Scheduled
Action
- Teamwork
Finds a calendar event by searching.
Scheduled
Action
- Teamwork
Finds a column by searching.
Scheduled
Action
- Teamwork
Finds a company by searching.
Scheduled
Action
- Teamwork
Finds a file comment by searching.
Scheduled
Action
- Teamwork
Finds a file by searching.
Scheduled
Action
- Teamwork
Finds a link comment by searching.
Scheduled
Action
- Teamwork
Finds a link by searching.
Scheduled
Action
- Teamwork
Finds a message by searching.
Scheduled
Action
- Teamwork
Finds a milestone comment by searching.
Scheduled
Action
- Teamwork
Finds a milestone by searching.
Scheduled
Action
- Teamwork
Finds a notebook comment by searching.
Scheduled
Action
- Teamwork
Finds a notebook by searching.
Scheduled
Action
- Teamwork
Finds a person by searching.
Scheduled
Action
- Teamwork
Finds a project by searching.
Scheduled
Action
- Teamwork
Finds a task comment by searching.
Scheduled
Action
- Teamwork
Finds a task list by searching.
Scheduled
Action
- Teamwork
Finds a task by searching.
Scheduled
Action
- Teamwork
Finds a calendar event by searching.
Scheduled
Action
- Teamwork
Finds a column by searching.
Scheduled
Action
- Teamwork
Finds a company by searching.
Scheduled
Action
- Teamwork
Finds a file comment by searching.
Scheduled
Action
- Teamwork
Finds a file by searching.
Scheduled
Action
- Teamwork
Finds a link comment by searching.
Scheduled
Action
- Teamwork
Finds a link by searching.
Scheduled
Action
- Teamwork
Finds a message by searching.
Scheduled
Action
- Teamwork
Finds a milestone comment by searching.
Scheduled
Action
- Teamwork
Finds a milestone by searching.
Scheduled
Action
- Teamwork
Finds a notebook comment by searching.
Scheduled
Action
- Teamwork
Finds a notebook by searching.
Scheduled
Action
- Teamwork
Finds a person by searching.
Scheduled
Action
- Teamwork
Finds a project by searching.
Scheduled
Action
- Teamwork
Finds a task comment by searching.
Scheduled
Action
- Teamwork
Finds a task list by searching.
Scheduled
Action
- Teamwork
Finds a task by searching.
Scheduled
Action
How Salesforce + Teamwork Integrations Work
- Step 1: Authenticate Salesforce and Teamwork.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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