Available on Scale and legacy Enterprise plans.
What
Automatically create a Teamwork.com project when a Salesforce opportunity moves into a selected stage.
Why
  • Reduce manual project setup when work moves from sales to delivery.
  • Standardize how projects are created from Salesforce opportunities.
  • Keep teams aligned using mapped Salesforce details in Teamwork.com fields.
Who
Teamwork.com site admins (in the owner company) can connect their Teamwork.com site to Salesforce and configure the integration.
When
Use the Salesforce integration when you want an opportunity stage change in Salesforce to trigger a new project in Teamwork.com.

Salesforce integration overview

  • The Salesforce integration runs automatically in the background once activated.
    • After you set up the integration, Teamwork.com creates a new project when an opportunity moves into your selected trigger stage.
    • The project uses your chosen project source and includes mapped Salesforce data, assigned people, company details, and custom fields.
  • A Salesforce opportunity must have an associated account in order for the project creation to succeed.
You might see both Salesforce and Salesforce Legacy in Teamwork.com. If you are using Salesforce Legacy, connect to the new Salesforce integration to continue using the app going forward.

Set up the Salesforce integration

Step 1: Connect your Salesforce account

  1. Click your profile icon in Teamwork.com's main navigation.
  2. Select Apps and integrations.
  3. Scroll to the Salesforce panel and click Manage.
    Salesforce integration listed in Teamwork.com integrations with Manage button
  4. Click Connect Account in the Salesforce pop-up.
    Salesforce integration modal with Connect Account button
  5. Log in using your Salesforce credentials.
  6. Click Allow to approve the requested access permissions.

The selected Salesforce account is now connected to Teamwork.com.

Step 2: Choose the stage that triggers project creation

Select the Salesforce opportunity stage that should trigger the integration. Choose a stage that reflects a real handoff point to delivery. Teamwork.com creates a project when the opportunity moves into the selected stage.
  1. Scroll to Choose Stage in the Salesforce integration window.
  2. Click the + (plus) icon beside the Stage Name field.
  3. Select the opportunity stage to trigger on.

Step 3: Configure the project that gets created

  1. Scroll to Project.
  2. Click the Project Source field and choose how the project should be created: from scratch, template, or sample.
  3. If you select From Template or From Sample, choose the template to apply.
  4. Set the project name.
  5. Set the associated company details. The integration creates or links a company based on the Salesforce account tied to the opportunity.
    1. If the company already exists in Teamwork.com, the project links to it automatically.
    2. If a matching company does not already exist in Teamwork.com, Teamwork.com creates a new company and links it to the project.
  6. Optional:
    1. Click the People field and select the Teamwork.com users to add to the project.
    2. Toggle the Tentative switch on or off. When off, a confirmed project is created.
    3. Link Teamwork.com project custom fields to Salesforce values as needed.

Map Salesforce data using variables
Elevate the data sync by inserting Salesforce values from the opportunity that triggered the project into project fields, company fields, and custom fields.
  1. Click the + (plus) icon beside a field.
  2. Use search or scroll to find the data you need.
    Variables picker showing Salesforce fields available to map
  3. Select one or more variables to insert into the field.
    1. Fields from the updated opportunity that triggered project creation.
    2. Fields from the account associated with the opportunity.
    3. Salesforce custom fields (if available).

Common field mapping examples

These are common examples. Available fields depend on your Teamwork.com setup and Salesforce data.

Salesforce data
Where to use it in Teamwork.com
Why it helps
Opportunity name
Project name
Keeps the project clearly linked to the originating opportunity.
Opportunity stage
Project name or custom field
Provides quick context on the trigger stage used to create the project.
Opportunity description
Project custom field (text)
Brings sales context into delivery work without manual copy/paste.
Account name
Company name
Helps link the project to the correct company record in Teamwork.com.

Before you start the integration
Test the setup using a sample opportunity before relying on it for ongoing work.

Step 4: Start the integration

When you finish configuring the settings, click Start integration to activate it.

Troubleshooting the Salesforce integration

Connection issues

If your Salesforce connection expires or becomes invalid, open the Salesforce integration from Settings > Apps and integrations and reconnect your account.

Project not created

  • Confirm the opportunity moved into the stage selected in Choose Stage.
  • Confirm a value is set for Project Name.
  • Confirm the integration is active.
  • Review your mapped fields and variables in the Salesforce integration modal.
  • Check if your Salesforce opportunity has an associated account.