Salesforce + Teamwork Integrations

How to connect Salesforce + Teamwork

Zapier lets you send info between Salesforce and Teamwork automatically—no code required.

When this happens...

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

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Add People to Project

Adds people to a project.

Popular Salesforce + Teamwork workflows

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Add Teamwork tasks for new Salesforce opportunities
premium
Salesforce + Teamwork
More details
When this happens
Step 1: New Record
Then do this
Step 2: Create Task
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Add Teamwork tasks for new Salesforce opportunities
premium
Add Teamwork tasks for new Salesforce opportunities
Salesforce + Teamwork
Create Salesforce events from new Teamwork calendar events
premium
Teamwork + Salesforce
More details
When this happens
Step 1: New Calendar Event
Then do this
Step 2: Create Record
See Zap details Try it
Create Salesforce events from new Teamwork calendar events
premium
Create Salesforce events from new Teamwork calendar events
Teamwork + Salesforce

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers 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
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

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 + 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.

Connect apps

Connect Salesforce + Teamwork

About Salesforce

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

Learn More

Related categories

CRM (Customer Relationship Management)

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 More