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Integrate Syncro with Teamwork CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Syncro with Teamwork CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Syncro

A trigger is an event that starts your Zap and runs the workflow. For example, with Syncro, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Teamwork CRM

An action is what takes place after the automation is triggered. For example, with Teamwork CRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Syncro to Teamwork CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Syncro to Teamwork CRM with a Zapier template.

Our most popular template

Add new Teamwork CRM companies as customers in Syncro
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Teamwork CRM + Syncro

Add new Teamwork CRM companies as customers in Syncro

Teamwork CRM + Syncro

Make work flow with AI

Level up your Syncro to Teamwork CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Syncro and Teamwork CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Syncro and Teamwork CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when you create a customer.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
Try It
New Ticket
Triggers when a Ticket is created.
Trigger
Instant
Try It
Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
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- Customer ID
- Contact Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write

- Customer ID
- Estimate Date
  Required
- Estimate Note
- Estimate Status
  Required
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or Email
  Required
- Ticket Subject
  Required
- Issue Type
  Required
- Estimate Status
  Required
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Estimate Location ID
Action
Write

- Phone Number
  Required
Action
Write
- Contact ID
  Required
- Business Name
- First Name
- Last Name
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search
- Trigger on
  Required
Trigger
Instant
Try It
New Contact
Triggered when you add a new contact.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
New Note
Triggered when you add a new note.
Trigger
Instant
Try It
- Contact Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Contact Title
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Contact Name
  Required
Action
Write
- Contact Name
  Required
- Pipeline
  Required
- OrderIndex
- Probability
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- ActivityType
- Contact Title
- Appointment Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Search or write
- Search For
  Required
- FirstName
  Required
- LastName
  Required
- Contact Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Type
  Required
- Appointment Description
Action
Search or write

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
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- Appointment Subject
  Required
- Appointment Starts At
  Required
- Appointment Ends At
  Required
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Contact Email
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Estimate Location ID
- Custom Fields
Action
Write
- Ticket ID
- Appointment Starts At
  Required
- Appointment Ends At
  Required
- Appointment Owner
- Contact Notes
- Product ID
- Comment ID
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Customer ID
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Contact Title
- Mobile Phone
- Contact Notes
Action
Write
- Contact ID
  Required
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
  Required
- Due Date
- Estimate Location ID
- Issue Type
  Required
- Estimate Status
  Required
- Appointment Owner
- Ticket Priority
- Contact ID
- Ticket SLA ID
Action
Write
New Activity
Triggered when you add a new activity.
Trigger
Instant
Try It
New Company
Triggered when you add a new company.
Trigger
Instant
Try It
New Deal
Triggered when you add a new deal.
Trigger
Instant
Try It
New File
Triggered when you add a new file.
Trigger
Instant
Try It
- ActivityType
- Contact Title
- Appointment Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write
- FirstName
  Required
- LastName
  Required
- Contact Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Type
  Required
- Appointment Description
Action
Write
- Contact Name
  Required
- Owner
  Required
- Currency
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Contact Title
- Contact Email
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Contact Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Contact Title
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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