Integrate Teamleader with Insightly
Send information between Teamleader and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Insightly each time a new project is initiated in Teamleader
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from project management software. This flow will generate a new project in Insightly whenever a new project is created in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Insightly.
Set up a new project in Insightly each time a new project is initiated in Teamleader
Teamleader + Insightly
Add a new contact in Teamleader whenever a new contact is added in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Teamleader whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader whenever a new contact is added in Insightly
Insightly + Teamleader
Build your own integrations between Teamleader and Insightly
Connect Teamleader and Insightly 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 Insightly 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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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Logic
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Custom functions
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