Integrate Teamleader with Zoho Mail

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

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Send a welcome email using Zoho Mail when a new company is created in Teamleader

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Zoho Mail for every new company created within 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 Zoho Mail.
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Send a welcome email using Zoho Mail when a new company is created in Teamleader

Teamleader + Zoho Mail

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Supported triggers and actions

Integrate Teamleader and Zoho Mail 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 matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

Email received

Triggers when a new email is received

Email tagged

Triggers when an email is tagged.

Email received from particular sender

Triggers when a new email is received from the specified email address

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

Add user to organization

Adds a new user to an existing organization

Create draft

Creates a new email and stores it in the draft folder

Create task

Creates a new task

Create permalink

Creates a permalink for a specific message by ID

Send email

Creates and sends a new email

Create folder

Creates a new folder

Create note

Creates a new personal note or a group note

Add member to group

Adds a new member to an existing organization

Update permalink

Updates the details of an existing permalink by message ID

Move email to folder

Moves an email to the selected folder

Apply tag on email

Applies a tag on the selected email by message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

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

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Technical Engineer, Master Liveaboards

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