Teamleader

Teamleader Help & Support

What Teamleader Triggers and Actions are Supported

Supported Triggers#

  • New Deal - Triggers when a new deal is created.
  • Invoice Paid - Triggers when an invoice is paid.
  • New Contact - Triggers when a new contact is added.
  • New Company - Triggers when a new Company is added.
  • Deal Accepted - Triggers when a deal is accepted.

Supported Searches#

  • Find Contact - Finds a contact by Id.
  • Find Company - Finds a company by Id.

Supported Actions#

  • Link Contact to Company - Links a contact to a company.
  • Create Deal - Creates a new deal.
  • Create Contact - Creates a new contact.
  • Create Company - Creates a new company.

How to Get Started with Teamleader on Zapier

When you start creating a Teamleader Zap, you will be asked to connect your Teamleader account.

Click to connect Teamleader

You’ll now be asked to log into your Teamleader account (unless you are already logged in).

Login to Teamleader

If all steps were successful your Teamleader account will now be successfully connected.

Teamleader connection successfull

Common Problems with Teamleader on Zapier

Teamleader's page on integrating with Zapier#

https://support.teamleader.eu/en/support/solutions/articles/7000043916-how-to-integrate-teamleader-with-zapier

Don't see your issue here?#

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Teamleader incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Getting Started with Zapier