• Teamwork Desk logoTeamwork Desk logo
  • Pipeline CRM logoPipeline CRM logo

Teamwork Desk + Pipeline CRM Integrations

How to connect Teamwork Desk + Pipeline CRM

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  • Teamwork Desk triggers, actions, and search
    New Agent Reply
    Triggers when an agent sends a new reply.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    New Customer Reply
    Triggers when a customer sends a new reply.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    Thread Edited
    Triggers when a thread has been edited.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    Ticket Assigned
    Triggers when a ticket is assigned.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    New Ticket
    Triggers when a new ticket is created.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    New Ticket Note
    Triggers when a ticket note is created.
    Trigger
    Instant
  • Teamwork Desk triggers, actions, and search
    Ticket Unassigned
    Triggers when a ticket is unassigned.
    Trigger
    Instant
  • Teamwork Desk

    Add a reply to a ticket.

    Scheduled

    Action

  • Teamwork Desk

    Assigns ticket to the specified user.

    Scheduled

    Action

  • Teamwork Desk

    Creates a new customer.

    Scheduled

    Action

  • Teamwork Desk

    Creates a new ticket.

    Scheduled

    Action

  • Teamwork Desk

    Links a Teamwork Projects task to a ticket.

    Scheduled

    Action

  • Teamwork Desk

    Unassigns a ticket.

    Scheduled

    Action

  • Teamwork Desk

    Updates an existing customer.

    Scheduled

    Action

  • Teamwork Desk

    Updates an existing ticket.

    Scheduled

    Action

  • Teamwork Desk

    Find an existing customer by name or email address.

    Scheduled

    Action

  • Teamwork Desk

    Finds an existing ticket by ticket ID or keyword search.

    Scheduled

    Action

  • Teamwork Desk

    Find or Create Customer

    Scheduled

    Action

  • Teamwork Desk

    Find or Create Ticket

    Scheduled

    Action

  • Pipeline CRM

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new company is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new deal is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

    Instant

    Trigger

  • Pipeline CRM

    Creates a new activity associated to an existing person, company or deal.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar event in your Pipeline account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new calendar task in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Creates a new person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Moves a deal to next stage.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Updates an existing person in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing company in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing deal in your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find an existing person on your PipelineDeals account.

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Company

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Deal

    Scheduled

    Action

  • Pipeline CRM

    Find or Create Person

    Scheduled

    Action

How Teamwork Desk + Pipeline CRM Integrations Work

  1. Step 1: Authenticate Teamwork Desk and Pipeline CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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

pipelinedeals logo
pipelinedeals logo

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

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