Can I filter tasks by project?

Yes, you can filter tasks based on their project to ensure only relevant tasks update contacts. Define your project criteria, and DryMerge will follow your specifications.

Can I update multiple Salesforce fields?

Yes, you can specify multiple fields in the Salesforce contact that should be updated. DryMerge will handle the updates for you.

Who uses this automation and why?

Customer support teams and account managers use this automation to keep customer records current with task completions, ensuring no detail is missed.

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Salesforce + Teamwork

Update Contact in Salesforce for Completed Teamwork Task

Keep your customer records up to date by updating Salesforce contacts whenever related tasks are completed in Teamwork. This ensures comprehensive records and improves customer management.

Completed Task

Triggers when a task is marked as completed in Teamwork.

Update Contact

Updates the corresponding contact in Salesforce.

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

or pick a common variation below

Create Salesforce Record for Completed Teamwork Task

Salesforce + Teamwork

Close Salesforce Case for Completed Teamwork Issue

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update contact in Salesforce for completed Teamwork task"

Update contact in Salesforce for completed Teamwork task

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.