Connect Teamwork CRM and Storage by Zapier to unlock the power of automation

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How Zapier works

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

Select a trigger from Teamwork CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Teamwork CRM, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Storage by Zapier

An action is what takes place after the automation is triggered. For example, with Storage by Zapier, the action could be "Increment Value."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Teamwork CRM to Storage by Zapier

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

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

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.

  • Teamwork CRM triggers, actions, and search
    New Activity

    Triggered when you add a new activity.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search
    New Company

    Triggered when you add a new company.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search
    New Deal

    Triggered when you add a new deal.

    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search
    New File

    Triggered when you add a new file.

    Trigger
    Instant
    Try It
    • Trigger on
      Required
    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search
    New Contact

    Triggered when you add a new contact.

    Trigger
    Instant
    Try It
    • Trigger on
      Required
    Trigger
    Instant
    Try It
  • Teamwork CRM triggers, actions, and search
    New Note

    Triggered when you add a new note.

    Trigger
    Instant
    Try It

Learn how to automate Teamwork CRM on the Zapier blog

Learn how to automate Storage by Zapier on the Zapier blog

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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.
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    About Storage by Zapier
    Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
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