The summer months may be just around the corner, but that hasn’t slowed down the Teamwork product team one bit. As you’ll see from this month’s roundup of updates, we’ve been hard at work to bring you some frequently requested improvements to your Teamwork experience, whether you’re creating a new project or sending a ticket in Desk. Here’s what we’ve been up to!

Take advantage of our latest automation, which allows you to create projects and tasks whenever a deal changes in HubSpot. Why create more manual work for yourself when you can have Teamwork and HubSpot do the heavy lifting for you?

Getting the automation set up is super simple, and once you’re up and running on it, you can select at which stage you want any HubSpot deals to be triggered. Simply put, it’s a match made in work management heaven. 

Watch a step-by-step video breakdown of how it works here!

It was a big month for Teamwork Desk, with three key updates that will help you better manage communication with your customers. 

We certainly won’t complain about multiple HubSpot updates this month, especially when it means helping you simplify your work and streamlining your customer communication. With our latest integration, you can sync your data between Teamwork Desk and HubSpot—all without manual data entry or messy, time-consuming imports.

Syncing with Teamwork Desk and HubSpot

Best of all, the integration will help you deliver a more dedicated, personalized experience for your clients—especially since your customer and client management can now exist within the same ecosystem.  

With scheduled new tickets in Teamwork Desk, now you can get work done in advance of when it’s actually needed. Whether you’re working on a ticket late at night and don’t want to send it during non-work hours, or want to schedule a ticket to be sent in a specific time zone that your contact is in, you can pre-plan tickets to send at a later date or time. 

Scheduled tickets

We’ve made improvements to the way you forward tickets in Teamwork Desk—which means you have access to a host of enhancements, including easier readability, a dedicated “Forwards” tab, and better visibility into the previous replies of the original ticket. Get the full rundown of what you can expect from these updates here. 

If you’ve ever wanted to use a custom field for dates within tasks, you’re in luck! With the help of our new date custom field, your workflow game just got even stronger.

Date custom field

Whether you want to add a custom date for an upcoming deadline, or just as a reminder to check in with a client about a certain project, this new custom field is here to help you stay on top of your most important tasks.