✔️  Available on Scale subscriptions. 1

What
Connect your Teamwork.com and Salesforce accounts to automatically create new projects from Salesforce opportunities and map data between the two platforms.
Why
  • Streamline workflows with automated Teamwork.com project creation from Salesforce opportunities.
  • Enhance visibility into customer-related activities with a unified view across platforms.
  • Minimize data entry errors by mapping Salesforce data directly to Teamwork.com.
Who
  • Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce.
When
  • You need cross-platform visibility over active Salesforce opportunities.
  • You want to create trackable work in Teamwork.com as opportunities reach key stages in Salesforce.
What
Connect your Teamwork.com and Salesforce accounts to automatically create new projects from Salesforce opportunities and map data between the two platforms.
Why
  • Streamline workflows with automated Teamwork.com project creation from Salesforce opportunities.
  • Enhance visibility into customer-related activities with a unified view across platforms.
  • Minimize data entry errors by mapping Salesforce data directly to Teamwork.com
Who
  • Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce.
When
  • You need cross-platform visibility over active Salesforce opportunities.
  • You want to create trackable work in Teamwork.com as opportunities reach key stages in Salesforce.

Before you start


Note: The current Salesforce integration is designed to work with live production environments only. At this time, Salesforce sandbox accounts are not supported, which may cause certain actions not to trigger as expected.

  • The integration relies on the Teamwork.com permissions of the user enabling it. It runs successfully as long as that user maintains their permission levels.
  • New projects are automatically created from any opportunities moved to the selected stage after the integration is enabled, regardless of which user moves the opportunity.

Enable the Salesforce integration

Connect your Teamwork.com and Salesforce accounts to create and link items across the two platforms.

Step 1: Connect your Salesforce account

  1. Log in to Teamwork.com.
  2. Click your profile icon in the main navigation menu.
  3. Select Apps and integrations.
     

     
  4. Scroll to the Salesforce panel.
  5. Click Manage.

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  6. Click Connect in the Salesforce window.

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  7. Choose your Salesforce account type:
    1. Production
    2. Sandbox
  8. Enter your Salesforce login credentials, then click Log In.
  9. Review the integration access requirements and click Allow.

Step 2: Configure the integration

  1. Toggle on the Opportunity to Project option.
  2. Select an existing Salesforce opportunity stage from the dropdown.

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  3. Click the X in the Salesforce window's top right to exit the setup and return to your Teamwork.com site.

Project creation

Once the site admin sets up the integration, projects and clients start automatically populating in Teamwork.com when opportunities change to the selected stage in Salesforce.
  • Project and client names are appended with creation date and time stamps to ensure each name is unique. You can update the items and remove this information in Teamwork.com after creation.
  • If a client already exists, the new project is instead linked to that client.
  • A direct link to the opportunity is displayed beside the project.

📝 Projects are not created from opportunities already at the selected stage before the integration was set up.
💡 Customize
Do only a subset of your opportunities require a project? Create a custom opportunity stage in Salesforce specifically for the integration flow and set that as the stage in the setup. This way, opportunities can be moved through core opportunity stages as normal without triggering project creation. 

Data mapping


Teamwork.com
Salesforce
Object
Object
Clients/companies
Accounts
Store information about customers or individuals you do business with.
Projects
Opportunities
Deals in progress that track deals' details.
Project properties
Opportunity properties
Project name
Opportunity name
Client/company name
Account name
Project description
Description
Client/company properties
Account properties
Client/company name
Account name
Website
Website
Phone
Phone
Teamwork.com
Salesforce
Object
Object
Clients/companies
Accounts
Store information about customers or individuals you do business with.
Projects
Opportunities
Deals in progress that track deals' details.
Project properties
Opportunity properties
Project name
Opportunity name
Client/company name
Account name
Project description
Description
Client/company properties
Account properties
Client/company name
Account name
Website
Website
Phone
Phone

View a linked opportunity 

Once a project is created from a Salesforce opportunity, a Salesforce icon is displayed beside the project name in the project header. Click the icon to open the opportunity in Salesforce.

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Disconnect Teamwork.com from Salesforce 

The Teamwork.com user that installed the integration, as well as site admins in the owner company, can disable the integration for all users.

⚠️ Once the integration is disabled, the option to view linked opportunities is removed from projects.

  1. Log in to Teamwork.com.
  2. Click your profile icon in the main navigation menu.
  3. Select Apps and integrations.
  4. Scroll to the Salesforce panel.
  5. Click Manage.

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  6. Click Disconnect in the Salesforce window.
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1. Also available on legacy subscriptions: Enterprise.