Teamleader Integrations
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Create notes in Evernote when new deals are accepted in Teamleader
After a deal or quotation has been accepted in Teamleader, you'll want to store this information in Evernote, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new note to the notebook of your choice whenever a new deal is accepted in Teamleader. This way, you'll never miss out on your lead follow up!
Create tasks in Todoist when new deals are accepted in Teamleader
After a deal or quotation has been accepted in Teamleader, you'll want to store this information in Todoist, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new task to the project of your choice whenever a new deal is accepted in Teamleader. This way, you'll never miss out on your lead follow up!
Create tasks in Wunderlist when new deals are accepted in Teamleader
After a deal or quotation has been accepted in Teamleader, you'll want to store this information in Wunderlist, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new task to the list of your choice whenever a new deal is accepted in Teamleader. This way, you'll never miss out on your lead follow up!
Send follow-up emails via Gmail when new deals are accepted in Teamleader
After someone accepts your offer, you'll want to send a follow-up email to the stakeholders within the company. This Zapier automation does it for you, sending a template email via Gmail to (a list of) predefined addresses as soon as a quote has been accepted. You'll never have to copy and send the same message over and over again!
Send follow-up emails via Office 365 when new deals are accepted in Teamleader
After someone accepts your offer, you'll want to send a follow-up email to the stakeholders within the company. This Zapier automation does it for you, sending a template email via Office 365 to (a list of) predefined addresses as soon as a quote has been accepted. You'll never have to copy and send the same message over and over again!
Send welcome emails via MailUp when new contacts are added in Teamleader
After adding a new contact to your Teamleader CRM, you'll want to send them an email to welcome them as a lead or customer. This Zapier automation does it for you, sending a predefined email via MailUp to the address of the contact immediately after adding them. You'll never have to copy and send the same message over and over again!
Send welcome emails via Gmail when new contacts are added in Teamleader
After adding a new contact to your Teamleader CRM, you'll want to send them an email to welcome them as a lead or customer. This Zapier automation does it for you, sending a predefined email via Gmail to the address of the contact immediately after adding them. You'll never have to copy and send the same message over and over again!
Send welcome emails via Office 365 when new contacts are added in Teamleader
After adding a new contact to your Teamleader CRM, you'll want to send them an email to welcome them as a lead or customer. This Zapier automation does it for you, sending a predefined email via Office 365 to the address of the contact immediately after adding them. You'll never have to copy and send the same message over and over again!
Create contacts, linked companies and deals in Teamleader based on new form submissions in Jotform
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader account. This way, you never miss out on any business opportunities!
Create contacts, linked companies and deals in Teamleader based on new form submissions in Wufoo
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader account. This way, you never miss out on any business opportunities!
Create contacts, linked companies and deals in Teamleader based on new form submissions in Formstack
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader account. This way, you never miss out on any business opportunities!
Create contacts, linked companies and deals in Teamleader based on new form submissions in Gravity Forms
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader account. This way, you never miss out on any business opportunities!
Create contacts, linked companies and deals in Teamleader based on new form submissions in WPForms
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader account. This way, you never miss out on any business opportunities!
Send general messages in Slack when new deals are accepted in Teamleader
After a deal or quotation has been accepted in Teamleader, you'll want to share this information with your entire team in your Slack channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a general message whenever a new deal is accepted in Teamleader. This way, your team stays motivated and on top of your sales!
Send general messages in Slack when new invoices are paid in Teamleader
After an invoice has been paid, you'll want to share this information with your entire team in your Slack channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a general message whenever a new invoice is paid in Teamleader. This way, your team stays motivated and on top of your sales!
Send general messages in MS Teams when new deals are accepted in Teamleader
After a deal or quotation has been accepted in Teamleader, you'll want to share this information with your entire team in your MS Teams channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a general message whenever a new deal is accepted in Teamleader. This way, your team stays motivated and on top of your sales!
Send general messages in MS Teams when new invoices are paid in Teamleader
After an invoice has been paid, you'll want to share this information with your entire team in your MS Teams channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a general message whenever a new invoice is paid in Teamleader. This way, your team stays motivated and on top of your sales!
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Teamleader Integration Details
Launched on Zapier January 10, 2019
Zapier combines Triggers (like "New Contact") and Actions (like "Create Deal") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Teamleader Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new contact is added.
Triggers when a new Company is added.
Triggers when a deal is accepted.
Triggers when a new deal is created.
Triggers when an invoice is paid.
Creates a new deal.
Creates a new contact.
Creates a new company.
Links a contact to a company.
Finds a contact by Id.
Finds a company by Id.
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