Teamwork CRM + Teamwork Desk

Teamwork CRM + Teamwork Desk integrations

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 DealTriggered when you add a new deal.
TriggerInstant
automatically do this!
Create TicketCreates a new ticket.
ActionWrite

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More things you can do with Teamwork CRM and Teamwork Desk

Discover other triggers and actions you can use with Teamwork CRM and Teamwork Desk

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
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- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write

- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Type
  Required
- Note
  Required
Action
Write

- Name
  Required
- Owner
  Required
- Currency
  Required
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Email
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write
- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
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- Ticket
  Required
- Type
  Required
- Message Format
- Cc
- Bcc
- Body
  Required
- Status
  Required
- Assigned To
- Agents to Notify
- Make This a Draft?
  Required
- Make this pinned?
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Ticket
  Required
- Task ID
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- First Name
- Last Name
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Search or write

- Trigger on
  Required
Trigger
Instant
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New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
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New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Name
  Required
Action
Write
- Name
  Required
- Pipeline
  Required
- OrderIndex
- Probability
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Search or write
- Search For
  Required
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Type
  Required
- Note
  Required
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Ticket
  Required
- Assign To
  Required
Action
Write
- Inbox
  Required
- Customer ID or Customer Email
  Required
- CC
- BCC
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Write
- Ticket
  Required
Action
Write
- Ticket
  Required
- Inbox
- Source
- Type
- Customer ID
- Subject
- Message
- Message Format
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- Inbox
  Required
- Customer ID or Customer Email
  Required
- CC
- BCC
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- 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.

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Related categories

CRM (Customer Relationship Management)

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About Teamwork Desk

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

Learn moreLearn moreHelpHelp

Related categories

Customer Support