Can I filter milestones by project type?

Yes, you can filter milestones based on the type of project in Teamwork. Define the project types of interest, and DryMerge will create leads accordingly.

Can I specify which milestones should create leads?

Yes, you can specify which types of milestones should create leads in Salesforce. Define your criteria, and DryMerge will handle the process.

Who benefits from this automation and how?

Sales teams benefit from this automation by capturing leads based on project achievements, thus aligning sales efforts with project successes.

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Salesforce + Teamwork

Create Salesforce Lead for New Teamwork Milestone

Ensure sales opportunities are captured by creating a new lead in Salesforce whenever a milestone is reached in Teamwork. This helps in tracking potential clients who show high engagement or success with your services.

New Milestone

Triggers when a milestone is reached in Teamwork.

Create Lead

Creates a new lead in Salesforce with milestone details.

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

or pick a common variation below

Create Salesforce Task for New Teamwork Activity

Salesforce + Teamwork

Create Salesforce Record for Completed Teamwork Task

Salesforce + Teamwork

Update Salesforce Records for Teamwork Issue Status Change

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce lead for new Teamwork milestone"

Create Salesforce lead for new Teamwork milestone

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.