Can I filter deals by owner?

Yes, you can filter deals to only create projects for deals won by specific team members. Define the owners of interest, and DryMerge will handle the rest.

Can I include deal details in the project?

Yes, you can include relevant deal details in the Teamwork project. DryMerge will ensure these details are added during project creation.

Who benefits from this automation?

Sales teams and project managers use this automation to ensure that all necessary post-sales activities are efficiently transitioned and tracked in Teamwork.

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Salesforce + Teamwork

Create Teamwork Project for Salesforce Deal Won

Facilitate seamless transitions from sales to project management by creating a new Teamwork project whenever a deal is won in Salesforce. This helps kickstart post-sales activities and ensures all team members are on the same page.

Deal Won

Triggers when a deal is marked as won in Salesforce.

Create Project

Creates a new project in Teamwork for the won deal.

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

or pick a common variation below

Update Teamwork Project for New Salesforce Case

Salesforce + Teamwork

Create Teamwork Task from New Salesforce Opportunity

Salesforce + Teamwork

Create Teamwork Task from New Salesforce Contact

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Teamwork project for Salesforce deal won"

Create Teamwork project for Salesforce deal won

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.