Can I filter opportunities by value?

Yes, you can filter opportunities by their value to only mirror comments for high-value opportunities. Define the value thresholds, and DryMerge will handle the rest.

Can I include only specific types of comments?

Yes, you can filter to include only specific types of comments, such as internal notes or customer updates. Define the comment types, and DryMerge will include only those.

Who uses this automation and why?

Sales teams and project managers use this automation to ensure that all relevant updates and discussions are reflected across both Salesforce and Teamwork, enhancing collaboration.

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Salesforce + Teamwork

Add Teamwork Comment for New Salesforce Opportunity Comment

Enhance communication by mirroring comments on opportunities in Salesforce with comments in Teamwork. This ensures that all team members are aware of any updates or discussions related to new opportunities.

New Opportunity Comment

Triggers when a comment is added to an opportunity in Salesforce.

Add Comment

Adds the same comment to the relevant Teamwork project.

See more Salesforce to Teamwork integrations or use AI to customize your automation.

or pick a common variation below

Create Teamwork Task from New Salesforce Opportunity

Salesforce + Teamwork

Update Teamwork Timeline for Salesforce Opportunity Stage Change

Salesforce + Teamwork

Update Teamwork Project for New Salesforce Case

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Teamwork comment for new Salesforce opportunity comment"

Add Teamwork comment for new Salesforce opportunity comment

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Teamwork.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.