Teamwork Desk + Pipeline CRM Integrations

How to connect Teamwork Desk + Pipeline CRM

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Supported triggers and actions

What does this mean?

New Agent Reply
Triggers when an agent sends a new reply.
Trigger
Instant
New Customer
Triggers when a new customer is created.
Trigger
Instant
New Customer Reply
Triggers when a customer sends a new reply.
Trigger
Instant
Thread Edited
Triggers when a thread has been edited.
Trigger
Instant
Ticket Assigned
Triggers when a ticket is assigned.
Trigger
Instant
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
New Ticket Note
Triggers when a ticket note is created.
Trigger
Instant
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

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