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!
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Teamleader Integration Details
Launched on Zapier March 25, 2019
Zapier combines Triggers (like "New Company") and Actions (like "Create Company") 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 Company is added.
Triggers when a new contact is added.
Triggers when a deal is accepted.
Triggers when a new deal is created.
Triggers when an invoice is paid.
Creates a new company.
Creates a new contact.
Creates a new deal.
Links a contact to a company.
Finds a company by Id.
Finds a contact by Id.
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