Integrate Teamleader with CloudTalk
Send information between Teamleader and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in CloudTalk for a newly added contact in Teamleader
Send personalized welcome emails to every new contact in your project management software. This flow will send a welcome email in CloudTalk when a new contact is created in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow sends an SMS message in CloudTalk.
Send a greeting email in CloudTalk for a newly added contact in Teamleader
Teamleader + CloudTalk
Create a contact in CloudTalk each time a contact is created in Teamleader
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in CloudTalk every time a contact is created in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow creates a new contact in CloudTalk.
Create a contact in CloudTalk each time a contact is created in Teamleader
Teamleader + CloudTalk
Generate a new contact in Teamleader each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Teamleader whenever a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Teamleader.
Generate a new contact in Teamleader each time a new contact is created in CloudTalk
CloudTalk + Teamleader
Build your own integrations between Teamleader and CloudTalk
Connect Teamleader and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamleader and CloudTalk 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
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
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
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
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 CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
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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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