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Add Teamwork tasks for new Salesforce opportunities
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Salesforce + Teamwork
Create Salesforce events from new Teamwork calendar events
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Teamwork + Salesforce
Create notes in Salesforce when projects are updated or deleted in Teamwork
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Teamwork + Salesforce

Add Teamwork tasks for new Salesforce opportunities

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Salesforce + Teamwork

Create Salesforce events from new Teamwork calendar events

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Teamwork + Salesforce

Create notes in Salesforce when projects are updated or deleted in Teamwork

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Teamwork + Salesforce

How Zapier works

Zapier makes it easy to integrate Salesforce with Teamwork - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Task List From Template" in Teamwork.

You’re connected!

Zapier seamlessly connects Salesforce and Teamwork, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Teamwork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + Teamwork integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Teamwork

How do I set up a trigger for Salesforce in Teamwork integration?

Setting up a trigger in Salesforce for integration with Teamwork involves selecting an event in Salesforce that will prompt an action, such as creating a new contact or closing a deal. This event will then automatically trigger an action in Teamwork, like opening a new task or updating a project status. In our system, you can configure these triggers through our integration dashboard by choosing the specific Salesforce events that align with your workflow needs.

Can I update Teamwork projects when something changes in Salesforce?

Yes, you can set up actions to update Teamwork projects based on changes in Salesforce. For instance, when a new opportunity is closed-won in Salesforce, our integration allows you to automatically update a relevant project status or create new tasks associated with that opportunity within Teamwork.

What happens if there is an error during data sync between Salesforce and Teamwork?

If there is an error during data synchronization, our system is designed to notify you immediately via email or through your preferred communication channel. You can then review the error message to identify the cause of the problem and take corrective action. Our support also provides logs to trace these errors effectively.

Is it possible to create custom workflows with the Salesforce-Teamwork integration?

Absolutely! Our integration platform enables you to design custom workflows tailored to your business processes. You can mix and match various triggers from Salesforce and specify actions within Teamwork accordingly, allowing for personalized automation routines that enhance productivity.

How often does data sync occur between Salesforce and Teamwork with this integration?

Data synchronization can be configured according to your preferences; it can range from real-time updates to periodic batch processes. Typically, we recommend real-time syncing for critical tasks and daily synchronization for routine updates. This flexibility ensures your data stays current without overwhelming system resources.

Do I need any coding knowledge to integrate Salesforce with Teamwork through your platform?

No coding knowledge is required! Our intuitive interface guides you through the setup process using simple drag-and-drop tools which allow even non-technical users to establish effective connections between Salesforce events and corresponding actions in Teamwork.

What kind of customer support do you offer if I encounter issues integrating Salesforce with Teamwork?

We provide comprehensive customer support through various channels such as email, live chat, and phone calls. Our team is equipped to handle any questions or issues that may arise during the integration process, ensuring smooth resolution and continued operation of your automated workflows.

Connect Salesforce and Teamwork to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
Try It
New Column
Triggered when you add a new column.
Trigger
Instant
Try It
New Company
Triggered when you add a new company.
Trigger
Instant
Try It
New File
Triggered when you add a new file.
Trigger
Instant
Try It
New Link
Triggered when you add a new link.
Trigger
Instant
Try It
New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
Try It
New Notebook
Triggered when you add a new notebook.
Trigger
Instant
Try It
New Project
Triggered when you add a new project.
Trigger
Instant
Try It
New Risk
Triggered when you add a new risk.
Trigger
Instant
Try It
New Task
Triggered when you add a new task.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
- Task List Template
  Required
- Project
  Required
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Website
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Attachment visibility
- Who should be notified?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Name
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Note
- Who should be notified?
- Author
Action
Write
- Project
  Required
- Note Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Attachment visibility
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Name
  Required
- Description
- Note Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
Action
Write
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Add Selected Users to this Project
  Required
Action
Write
- Project
  Required
- Task List
- Task
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Description
Action
Write
- Project
  Required
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- User
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Project
  Required
- Color
Action
Search or write
- Name
  Required
- Project
  Required
- File
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Search or write
- Name
  Required
- Project
  Required
- Link
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Search or write
- Name
  Required
- Project
  Required
- Note Title
  Required
- Note
- Category
- Attach File
- File
  Required
- File Name
  Required
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
- Author
Action
Search or write
- Name
  Required
- Project
  Required
- Note Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Attachment visibility
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Name
  Required
- Project
  Required
- Description
- Note Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
Action
Search or write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
  Required
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Name
  Required
- Project
  Required
- Description
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Calendar Event
Triggered when you add a new calendar event.
Trigger
Instant
Try It
New Card
Triggered when you add a new card.
Trigger
Instant
Try It
New Comment
Triggered when you add a new comment.
Trigger
Instant
Try It
New Expense
Triggered when you add a new expense.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
New Message
Triggered when you add a new message.
Trigger
Instant
Try It
New Milestone
Triggered when you add a new milestone.
Trigger
Instant
Try It
New Person
Triggered when you add a new person.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
New Status
Triggered when you add a new status.
Trigger
Instant
Try It
New Task List
Triggered when you add a new task list.
Trigger
Instant
Try It
New Time Entry
Triggered when you add a new time entry.
Trigger
Instant
Try It
- Note Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
  Required
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Name
  Required
- Color
Action
Write
- Project
  Required
- Name
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
  Required
- File
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Write
- Project
  Required
- Invoice No./ID
  Required
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
  Required
- Link
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Write
- Record ID
  Required
Action
Write
- Project
  Required
- Note Title
  Required
- Note
- Category
- Attach File
- File
  Required
- File Name
  Required
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
- Author
Action
Write
- Project
  Required
- Milestone
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Write
- Record ID
  Required
- Column
  Required
- Old Column ID
Action
Write
- Project
  Required
- Notebook
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
  Required
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- User
  Required
- Status
  Required
- Notify
- Who should be notified?
Action
Write
- Project
  Required
- Task List
- Note Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Create as Another User
- Attachment visibility
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- User
  Required
Action
Write
- Project
  Required
- Task List
- Note Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Attachment visibility
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Note Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
  Required
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Name
  Required
- Website
Action
Search or write
- Name
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Attachment visibility
- Who should be notified?
- Tags
Action
Search or write
- Name
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Attachment visibility
- Who can see it?
- Tags
Action
Search or write
- Name
  Required
- Project
  Required
- Milestone
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Search or write
- Name
  Required
- Project
  Required
- Notebook
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Search or write
- Name
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Name
  Required
- Project
  Required
- Task List
- Task
  Required
- Note
- ContentType
- Author
- Attach File
- Who should be notified?
- Attachment visibility
- Who can see it?
Action
Search or write
- Name
  Required
- Project
  Required
- Task List
- Note Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Create as Another User
- Attachment visibility
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Insightly

CRM (Customer Relationship Management)

Active Collab

Project Management

Wrike

Project Management

Connect Salesforce to Teamwork on the world's largest no-code automation platform

Explore Salesforce + Teamwork Integrations

quickbooks

Connect Salesforce and Teamwork to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add Teamwork tasks for new Salesforce opportunities

Create Salesforce events from new Teamwork calendar events

Create notes in Salesforce when projects are updated or deleted in Teamwork

Add Teamwork tasks for new Salesforce opportunities

Create Salesforce events from new Teamwork calendar events

Create notes in Salesforce when projects are updated or deleted in Teamwork

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Salesforce + Teamwork integrations

Connect Salesforce and Teamwork to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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Connect Salesforce to Teamwork on the world's largest no-code automation platform

Explore Salesforce + Teamwork Integrations

Explore Salesforce + Teamwork Integrations