How to connect Take The Lead + Teamleader
Zapier lets you send info between Take The Lead and Teamleader automatically—no code required.
When this happens...
automatically do this!
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- New LeadTriggers when a new lead is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New CompanyTriggers when a new Company is added.Trigger
- New ContactTriggers when a new contact is added.Trigger
- Invoice PaidTriggers when an invoice is paid.Trigger
- Deal AcceptedTriggers when a deal is accepted.Trigger
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
Creates a new deal.
Links a contact to a company.
Finds a company by Id.
Finds a contact by Id.
- Step 1: Authenticate Take The Lead + Teamleader.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.