Integrate Teamleader with Outlook
Send information between Teamleader and Outlook automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Outlook when a new company is created in Teamleader
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Outlook for newly created companies in Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow creates and sends a new email in Outlook.
Send a welcome email using Outlook when a new company is created in Teamleader
Teamleader + Outlook
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Supported triggers and actions
Integrate Teamleader and Outlook 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
Email sent
Triggers when a new email is sent
Event created
Triggers when a new event is created
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Event updated
Triggers when the details of an existing event are updated
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
Forward event
Forwards an event request to the specified recipients
Create contact
Creates a new contact
Reply to email
Replies to the specified email
Create event
Creates a new event
Create task
Creates a new task in the selected list
Send email
Creates and sends a new email
Flag email
Flags the specified email
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task in the selected list
Update event
Updates the details of an existing event
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Find contact folder
Finds a folder by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch task
Fetches the details of an existing task by title or ID from the selected list
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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