Integrate Teamleader with Zoho TeamInbox

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

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Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Zoho TeamInbox to new companies created in Teamleader.

How it works
  1. The flow triggers when a new company is added in Teamleader.
  2. Zoho Flow sends a new email in Zoho TeamInbox.
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Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader

Teamleader + Zoho TeamInbox

Build your own integrations between Teamleader and Zoho TeamInbox

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Supported triggers and actions

Integrate Teamleader and Zoho TeamInbox 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 outbound message

Triggers when a new outbound message is sent

Outbound reply

Triggers when a new outbound reply message is sent

Inbound reply received

Triggers when a new inbound reply message is received

New comment

Triggers when a new comment is recieved

New inbound message

Triggers when a new inbound message is recieved

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 contact

Creates a new contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

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 TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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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