Integrate Salesforce with Teamwork to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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

How Zapier works

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

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Teamwork

An action is what takes place after the automation is triggered. For example, with Teamwork, the action could be "Add Task List From Template."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Teamwork

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Triggers and actions are the main components of every automated 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.

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.

Connect Salesforce and Teamwork to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

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.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History Object
      Required
    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Teamwork on the Zapier blog

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