Integrate OnePageCRM with Teamleader
Send information between OnePageCRM and Teamleader automatically, without writing any code, using Zoho Flow.
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Add a new contact in Teamleader whenever a new contact is added in OnePageCRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Teamleader whenever a new contact is added in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader whenever a new contact is added in OnePageCRM
OnePageCRM + Teamleader
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Supported triggers and actions
Integrate OnePageCRM and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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