Integrate Teamwork CRM with Teamwork Desk 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 Teamwork CRM with Teamwork Desk - 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 Teamwork Desk

An action is what takes place after the automation is triggered. For example, with Teamwork Desk, the action could be "Add Reply to Ticket."

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

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

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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Customers who say using Zapier has made them better at their job

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 Teamwork CRM to Teamwork Desk with a Zapier template.

Our most popular template

Create tickets in Teamwork Desk for new deals in Teamwork CRM
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Teamwork CRM + Teamwork Desk

Create tickets in Teamwork Desk for new deals in Teamwork CRM

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Teamwork CRM + Teamwork Desk

Make work flow with AI

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

Learn about AI automation

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Connect Teamwork CRM and Teamwork Desk 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 Teamwork CRM and Teamwork Desk 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

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 Activity
Triggered when you add a new activity.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New Deal
Triggered when you add a new deal.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write

- FirstName
  Required
- LastName
  Required
- Title
  Required
- 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
- Description
Action
Write

- Name
  Required
- Owner
  Required
- Currency
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
  Required
- Email
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- 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
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write
- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
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- Ticket
  Required
- Type
  Required
- Message Format
- Cc
- Bcc
- Body
  Required
- Status
  Required
- Assigned To
- Agents to Notify
- Make This a Draft?
  Required
- Make this pinned?
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Ticket
  Required
- Task ID
Action
Write
- Customer
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Search or write

- Trigger on
  Required
Trigger
Instant
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New Contact
Triggered when you add a new contact.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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New Note
Triggered when you add a new note.
Trigger
Instant
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- 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
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Name
  Required
Action
Write
- 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
- Title
  Required
- 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
- Title
  Required
- 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
- Description
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Ticket
  Required
- Assigned To
Action
Write
- Inbox
  Required
- Customer ID or Customer Email
  Required
- Cc
- Bcc
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Write
- Ticket
  Required
Action
Write
- Ticket
  Required
- Inbox
- Source
  Required
- Type
  Required
- Customer
  Required
- Subject
  Required
- Message
  Required
- Message Format
- Status
  Required
- Assigned To
- Priority
- Tags
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- Inbox
  Required
- Customer ID or Customer Email
  Required
- Cc
- Bcc
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Search or write