How to connect Teamwork Desk + Pipeline CRM
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- New Agent ReplyTriggers when an agent sends a new reply.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New Customer ReplyTriggers when a customer sends a new reply.Trigger
- Thread EditedTriggers when a thread has been edited.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- New Ticket NoteTriggers when a ticket note is created.Trigger
- Ticket UnassignedTriggers when a ticket is unassigned.Trigger
- 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.
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