Integrate Teamleader with BulkGate

Send information between Teamleader and BulkGate automatically, without writing any code, using Zoho Flow.

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Dispatch a welcome message in BulkGate for newly created contacts in Teamleader

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in BulkGate whenever a new contact is added in Teamleader.

How it works
  1. The flow triggers when a new contact is added in Teamleader.
  2. Zoho Flow sends SMS message to the specified phone number in BulkGate.
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Dispatch a welcome message in BulkGate for newly created contacts in Teamleader

Teamleader + BulkGate

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Supported triggers and actions

Integrate Teamleader and BulkGate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Send promotional SMS

Send SMS messages to contacts saved in groups

Send notification SMS

Sends SMS message to the specified phone number

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.

What is BulkGate?

BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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CEO, iDAYit

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Head of Operations, AAA Band Rentals

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