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Teamwork CRM + Teamwork Desk

Create tickets in Teamwork Desk for new deals in Teamwork CRM

When a new deal is secured in Teamwork CRM, ensure prompt follow-up and stellar customer service by instantly generating a ticket in Teamwork Desk. This workflow creates a seamless link between your sales and support teams, making sure that every new deal is backed by swift and efficient support actions. Start maximizing your team's efficiency and customer satisfaction today.

When a new deal is secured in Teamwork CRM, ensure prompt follow-up and stellar customer service by instantly generating a ticket in Teamwork Desk. This workflow creates a seamless link between your sales and support teams, making sure that every new deal is backed by swift and efficient support actions. Start maximizing your team's efficiency and customer satisfaction today.

  1. When this happens...
    Teamwork CRMTeamwork CRM
    New Deal

    Triggered when you add a new deal.

    TriggerInstant
  2. automatically do this!
    Teamwork DeskTeamwork Desk
    Create Ticket

    Creates a new ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamwork CRM triggers, actions, and search

    New Activity

    Triggered when you add a new activity.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Company

    Triggered when you add a new company.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Deal

    Triggered when you add a new deal.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New File

    Triggered when you add a new file.

    Trigger
    Instant
    Try It

    • Trigger onRequired

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Contact

    Triggered when you add a new contact.

    Trigger
    Instant
    Try It

    • Trigger onRequired

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search

    New Note

    Triggered when you add a new note.

    Trigger
    Instant
    Try It
teamwork-crm logo
teamwork-crm logo

About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
teamwork-desk logo
teamwork-desk logo

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.
Learn more

Related categories

  • Customer Support