Teamwork Desk + Teamwork CRM Integrations

How to connect Teamwork Desk + Teamwork CRM

Zapier lets you send info between Teamwork Desk and Teamwork CRM automatically—no code required.

When this happens...

New Agent Reply

Triggers when an agent sends a new reply.

automatically do this!

Create Activity

Creates a new activity.

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
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

Step 1: Authenticate Teamwork Desk + Teamwork 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.