Teamwork.com for Salesforce

Keep your teams aligned with the most up-to-date customer data between the two platforms—and streamline your client operations workflow with automatic project creation directly from Salesforce.

Seamlessly connect Salesforce to Teamwork.com

With the Teamwork.com-Salesforce integration at your fingertips, you can take action on the data from Salesforce and tie the customer lifecycle into day-to-day work for each client. At the same time, you’ll reduce inefficiencies and errors caused by manual project creation and data entry thanks to Teamwork.com doing the hard work for you.

Whether you’re looking for cross-platform visibility over active Salesforce opportunities, or wanting to keep on top trackable work in Teamwork.com as opportunities reach key stages in Salesforce, you’ve come to the right integration.

Save time with automated project creation

When you connect your Teamwork.com and Salesforce accounts, you can automatically create and link items across the two platforms for a holistic view of your work. For example you can automatically create projects and clients in Teamwork.com when Salesforce opportunities reach a designated stage (like “Closed Lost” or "Closed Won"). That way, you’ll eliminate the need for manual project setup and ensure a smooth handoff from sales to operations.

Take the automation aspect to the next level with custom templates that standardize project creation while ensuring data accuracy. By selecting pre-defined project templates in Teamwork.com, Salesforce data will automatically be auto-filled so you barely have to lift a finger.

Ultimately, this automated project creation reduces the time and effort it’d normally take to set up new projects, so you and your team can stay focused on project delivery rather than data entry.

Reduce errors with field mapping from Salesforce to Teamwork.com

Worried that you might lose data in between Salesforce and Teamwork.com? Never fear—any specific data fields are mapped from Salesforce to Teamwork.com standard fields, ensuring Salesforce data is reflected in Teamwork.com projects.

Accounts and opportunities (and any associated properties) map over seamlessly from Salesforce into Teamwork.com as clients and projects, ensuring that important details are never inconsistent, or worse, lost between the two systems (something you’d never be able to vouch for if you had to rely on manual data entry).

Ensure a smooth transition from sales to project delivery teams

When you have a unified view of your data across your most important platforms, you’re not just setting your team up for better communication and collaboration—you’re making it easier for other teams across your business to help you achieve those goals with less effort. 

You’ll also enhance every team’s visibility into customer-related activities with a holistic, unified view of your most important client data across platforms. The Teamwork.com-Salesforce integration is something your entire team can get behind— especially when it means bolstered collaboration across every team thanks to a unified view of customer- and project-related activities between the two platforms.

Learn more

Want to discover more about using the Teamwork.com-Salesforce integration? Our Help Docs have you covered, with detailed step-by-step information.

Have questions, feedback, or need support? The Teamwork.com Support Team is just a click away.