Keap + Teamwork

Create projects in Teamwork from new Keap contacts

Efficiently manage your new contacts and their projects with this Keap and Teamwork workflow. When a new contact is added in Keap, a corresponding project will be created in Teamwork, streamlining your project management process and ensuring a seamless connection between your CRM and project management tool. Stay organized and maintain consistency across your platforms with this automation.

Efficiently manage your new contacts and their projects with this Keap and Teamwork workflow. When a new contact is added in Keap, a corresponding project will be created in Teamwork, streamlining your project management process and ensuring a seamless connection between your CRM and project management tool. Stay organized and maintain consistency across your platforms with this automation.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

  • Keap triggers, actions, and search

    New Affiliate

    For Ulimate users, triggers when a new affiliate is added.

    Trigger
    Polling
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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