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
  1. The flow triggers when a new company is added in Teamleader.
  2. Zoho Flow creates and sends a new email in Outlook.
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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.

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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Logic

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Custom functions

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

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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