Salesforce Integration - Teamwork.com Support

✔️ 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.

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 to not fire or behave 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

Log in to Teamwork.com.
Click your profile icon in the main navigation menu.
Select Apps and integrations.
Scroll to the Salesforce panel.
Click Manage.
Click Connect in the Salesforce window.
Choose your Salesforce account type:

Production
Sandbox

Enter your Salesforce login credentials, then click Log In.
Review the integration access requirements and click Allow.

Step 2: Configure the integration

Toggle on the Opportunity to Project option.
Select an existing Salesforce opportunity stage from the dropdown.
Click the X in the Salesforce window's top right to exit the setup and return to your Teamwork.com site.

Create a project from a Template:

You can also choose a Teamwork project template to apply automatically to the project created via the Integration. Here's how to set this up:

In Teamwork.com, go to the Settings > Apps & Integrations and locate the Salesforce integration.
Click Settings in the Salesforce tile. Settings will appear once the integration is connected. If settings is not available, please click Manage and connect the integration.
In the Set Up tab of the Salesforce settings menu, you can optionally associate a Teamwork Project Template with projects created through this integration. You can select Start from scratch if you want no template.
Open the dropdown and select an available Teamwork project template.

The selected template will be applied whenever a new project is created from a Salesforce opportunity.

Customise field mapping

You can customize how data from Salesforce opportunities and accounts map to Teamwork.com projects and clients during project creation. Here’s how to set it up:

In Teamwork.com:

Click your profile icon in Teamwork.com's main navigation menu.
Select Apps & Integrations.
Scroll to the Salesforce integration section.
Click Settings in the Salesforce tile.

Settings will appear once the integration is connected. If settings is not available, please click Manage and connect the integration.

Configure Field Mapping: Choose the mapping tab you want to configure first:

Link project fields: Salesforce opportunities → Teamwork projects.
Link Client fields: Salesforce accounts → Teamwork clients.

Select a Salesforce field from the left dropdown, then select the corresponding Teamwork field from the right dropdown. Repeat this step for each field row you want to map.

ℹ️
We provide default mappings for commonly used fields which are pre-filled and ready to use, e.g. Salesforce opportunity name → Teamwork project name. You can keep these or override them.

Note: Fields must be compatible (e.g., text → text, date → date). Incompatible combinations will not be available to map.
Click Add another field to add more rows as needed.
Use the trash can icon to delete any mapping fields not required.
Click Save changes. Any incompatible fields will be highlighted with an error message. Correct any issues before saving again.
Repeat steps 5 to 9 for the other mapping tab(s) you need to configure, then click Save changes.

Your mappings will now be used every time a new Teamwork project or client is created from a Salesforce opportunity.

⚠️

Note: Field mapping is applied only during initial project creation.

There is no ongoing sync between mapped fields after a project is created. Any changes made to mapping settings will apply only to newly created projects going forward. Existing projects will remain unaffected.

Custom field mapping is not supported.

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.

ℹ️

Projects are not created from opportunities that were 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 move through your core stages as normal, without triggering project creation.

Default 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

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.

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.

⚠️

Heads up: If you disconnect the integration, the option to view linked opportunities will be removed from projects.

Log in to Teamwork.com.
Click your profile icon in the main navigation menu.
Select Apps and integrations.
Scroll to the Salesforce panel.
Click Manage.
Click Disconnect in the Salesforce window.

Prevent unintended opportunity syncs

Our integration with Salesforce relies on a general opportunity edited trigger to start syncing. This means that even if an opportunity is already in the correct stage (like Closed-Won), it can still trigger a project to be created in Teamwork.com if it's edited.

To avoid unintended syncs, you have two options:

Create a new Salesforce stage: Set up a dedicated stage (e.g., “Ready to Sync”) specifically for opportunities you want to send to Teamwork.com. This gives you full control over when a sync should happen.
Clean up your existing "Closed-Won" stage: Remove any opportunities that you don’t want to sync from this stage. This will prevent them from triggering a sync if they're edited later.

These steps help ensure only the opportunities you want to sync will create projects in Teamwork.com.

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