Integrate Teamwork CRM with Teamleader

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

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Create a new contact in Teamleader whenever a new contact is created in Teamwork CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Teamleader whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Teamleader.
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Create a new contact in Teamleader whenever a new contact is created in Teamwork CRM

Teamwork CRM + Teamleader

Build your own integrations between Teamwork CRM and Teamleader

Connect Teamwork CRM and Teamleader with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamwork CRM and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Technical and Operations Head, TruAct

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