Teamwork Desk + Pipeline CRM Integrations

How to connect Teamwork Desk + Pipeline CRM

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Choose an Action

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Supported triggers and actions

What does this mean?

- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- TicketRequired
  Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
- TypeRequired
- Message Format
  Choose the format in which Teamwork Desk should display the message.
- Cc
- Bcc
- BodyRequired
- StatusRequired
- Assigned To
- Agents to Notify
- Make This a Draft?Required
Action
Write

- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- TicketRequired
  Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
- Task IDRequired
  Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
Action
Write

- CustomerRequired
  Choose "Add a Search Step" to find a customer ID or choose "Use a Custom Value" in the dropdown below if you already know the customer's ID.
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search KeywordsRequired
  Enter the customer's name or email address for which to search.
Action
Search
- Search KeywordsRequired
  Enter the customer's name or email address for which to search.
- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Search or write
- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Start Time
- End Time
- Category
- Owner ID
  The ID of the user to assign the event to.
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Write
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Expected Close Date
- Name
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the Pipeline user to assign the deal to.
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- Inbox Filter
  Select specific inboxes to include. If no inboxes are selected, tickets in any inbox will trigger the zap.
Trigger
Instant
Try It
- TicketRequired
  Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
- Assign ToRequired
Action
Write
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
  Enter a valid email address.
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
  Enter a valid email address.
- Bcc
  Enter a valid email address.
- MessageRequired
- Message Format
  Choose the format in which Teamwork Desk should display the message.
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
  Whether or not a confirmation email will be sent to the customer.
- Notify Creating Agent
  Whether or not to send notification to the agent whose API key you are using for this integration. This is usually yourself. You will also need to enable notifications for new tickets in the Desk user profile.
- Task ID
  Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
Action
Write
- TicketRequired
  Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
Action
Write
- TicketRequired
  Choose "Add a Search Step" to find a ticket ID or choose "Use a Custom Value" in the dropdown below if you already know the ticket's ID.
- Inbox
- Source
- Type
- Customer ID
- Customer Email
  Enter a valid email address.
- Customer Full Name
- Subject
- Cc
  Enter a valid email address.
- Bcc
  Enter a valid email address.
- Message
- Message Format
  Choose the format in which Teamwork Desk should display the message.
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search KeywordsRequired
  Enter the ticket ID or keywords (with a space between them) for which to search.
Action
Search
- Search KeywordsRequired
  Enter the ticket ID or keywords (with a space between them) for which to search.
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
  Enter a valid email address.
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
  Enter a valid email address.
- Bcc
  Enter a valid email address.
- MessageRequired
- Message Format
  Choose the format in which Teamwork Desk should display the message.
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
  Whether or not a confirmation email will be sent to the customer.
- Notify Creating Agent
  Whether or not to send notification to the agent whose API key you are using for this integration. This is usually yourself. You will also need to enable notifications for new tickets in the Desk user profile.
- Task ID
  Enter the ID of the task in Teamwork Projects to which this ticket should be linked.
Action
Search or write
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
  The ID of the person with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Category
- Deal ID
  The ID of the deal with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Company ID
  The ID of the company with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Content
- User ID
  The ID of the Pipeline user authoring the activity.
- File URL
Action
Write
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Due Date
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Category
- Owner ID
  The ID of the user to assign the task to.
Action
Write
- NameRequired
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
  The ID of the Pipeline user to assign the company to.
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the Pipeline user to assign the person to.
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Search or write

How Teamwork Desk + Pipeline CRM Integrations Work

Step 1: Authenticate Teamwork Desk and Pipeline CRM.
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 Teamwork Desk + Pipeline CRM

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

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more

Related categories

CRM (Customer Relationship Management)

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Teamwork Desk + Pipeline CRM Integrations

How to connect Teamwork Desk + Pipeline CRM

Connect your apps and automate workflows

New Agent Reply

Inbox Filter

New Customer Reply

Inbox Filter

Ticket Assigned

Inbox Filter

New Ticket Note

Inbox Filter

Add Reply to Ticket

TicketRequired

TypeRequired

Message Format

Cc

Bcc

BodyRequired

StatusRequired

Assigned To

Agents to Notify

Make This a Draft?Required

Create Customer

First NameRequired

Last NameRequired

EmailRequired

Company

Job Title

Phone

Mobile

Twitter

Facebook

Google Plus

Linked In

Address

Notes

Avatar URL

Link Task to Ticket

TicketRequired

Task IDRequired

Update Customer

CustomerRequired

First Name

Last Name

Email

Company

Job Title

Phone

Mobile

Twitter

Facebook

Google Plus

Linked In

Address

Notes

Avatar URL

Find Customer

Search KeywordsRequired

Find or Create Customer

Search KeywordsRequired

First NameRequired

Last NameRequired

EmailRequired

Company

Job Title

Phone

Mobile

Twitter

Facebook

Google Plus

Linked In

Address

Notes

Avatar URL

Deal Status Changed

Status

Source

Stage

New Company

New Person