What this operation supports in Teamwork
Creates a new deal in Teamwork's CRM, accepting a name, value, and the pipeline stage it should start in, associated with a specific company or contact.
Request behavior and expectations
A deal's pipeline stage determines where it shows up on the sales pipeline board, so setting it correctly at creation time matters for whether the deal appears where the sales team expects to find it.
Implementation details
Because a deal is tied to a company or contact record, that associated record generally needs to already exist before the deal can be created, rather than being created implicitly as part of the same request.
Use cases
Examples include creating a new deal when a lead qualifies, then auto-creating a project for delivery planning.
- Sync CRM opportunities into Teamwork with related organizations.
- Initialize a new deal in response to an inbound inquiry and attach relevant contacts.
- Populate a quarterly sales forecast by spawning deals from a templated template.
- Link deals to teams and assign responsibilities automatically.