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 this happens...
New Deal
Triggered when you add a new deal.
TriggerInstant
automatically do this!
Create Ticket
Creates a new ticket.
ActionWrite

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Supported triggers and actions

New Activity
Triggered when you add a new activity.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New Deal
Triggered when you add a new deal.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
Try It
- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Write

- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TypeRequired
- NoteRequired
Action
Write

- NameRequired
- OwnerRequired
- CurrencyRequired
- PriceRequired
Action
Write
- First NameRequired
- Last NameRequired
- Title
- EmailRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
Action
Search or write
- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- TypeRequired
- Message Format
- Cc
- Bcc
- BodyRequired
- StatusRequired
- Assigned To
- Agents to Notify
- Make This a Draft?Required
- Make this pinned?Required
Action
Write
- First Name
- Last Name
- EmailRequired
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- TicketRequired
- Task IDRequired
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- First Name
- Last Name
- EmailRequired
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Search or write

- Trigger onRequired
Trigger
Instant
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New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger onRequired
Trigger
Instant
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New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
Action
Write
- TypeRequired
- NameRequired
Action
Write
- NameRequired
- PipelineRequired
- Order Index
- ProbabilityRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Search or write
- Search ForRequired
- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TypeRequired
- NoteRequired
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- Assign ToRequired
Action
Write
- InboxRequired
- Customer ID or Customer EmailRequired
- CC
- BCC
- SubjectRequired
- MessageRequired
- Assigned To
- SourceRequired
- TypeRequired
- StatusRequired
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Write
- TicketRequired
Action
Write
- TicketRequired
- Inbox
- Source
- Type
- Customer ID
- Subject
- Message
- Message Format
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- InboxRequired
- Customer ID or Customer EmailRequired
- CC
- BCC
- SubjectRequired
- MessageRequired
- Assigned To
- SourceRequired
- TypeRequired
- StatusRequired
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Search or write

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Teamwork CRM + Teamwork Desk

Create tickets in Teamwork Desk for new deals in Teamwork CRM

New Activity

New Company

New Deal

New File

Create Activity

Create Contact

Create Note

Create Product

Create User

Find Company

Find Deal

Find Note

Find or Create Company

Find or Create Deal

New Agent Reply

New Customer Reply

Ticket Assigned

New Ticket Note

Add Reply to Ticket

Create Customer

Link Task to Ticket

Update Customer

Find Customer

Find or Create Customer

Activity Updated or Deleted

New Contact

Deal Updated or Deleted

New Note

Create Company

Create Deal

Create Pipeline

Create Stage

Find Activity

Find Contact

Find File

Find or Create Activity

Find or Create Contact

Find or Create Note

New Customer

Thread Edited

New Ticket

Ticket Unassigned

Assign Ticket

Create Ticket

Unassign Ticket

Update Ticket

Find Ticket

Find or Create Ticket

About Teamwork CRM

Related categories

Similar apps

Zapier Interfaces

About Teamwork Desk

Related categories