• Teamwork Desk logoTeamwork Desk logo
  • Teamwork CRM logoTeamwork CRM logo

Teamwork Desk + Teamwork CRM Integrations

How to connect Teamwork Desk + Teamwork 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

  • Teamwork CRM

    Triggered when you add a new activity.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when a activity is updated or deleted.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when you add a new company.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when you add a new contact.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when you add a new deal.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when a deal is updated or deleted.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when you add a new file.

    Instant

    Trigger

  • Teamwork CRM

    Triggered when you add a new note.

    Instant

    Trigger

  • Teamwork CRM

    Creates a new activity.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new company.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new contact.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new deal.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new note.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new pipeline.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new product.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new stage.

    Scheduled

    Action

  • Teamwork CRM

    Creates a new user.

    Scheduled

    Action

  • Teamwork CRM

    Finds an activity by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a company by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a contact by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a deal by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a file by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a note by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds an activity by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a company by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a contact by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a deal by searching.

    Scheduled

    Action

  • Teamwork CRM

    Finds a note by searching.

    Scheduled

    Action

How Teamwork Desk + Teamwork CRM Integrations Work

  1. Step 1: Authenticate Teamwork Desk and Teamwork 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

teamwork-crm logo
teamwork-crm logo

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.

Get started for free

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