Integrate Act! 365 with Teamleader
Send information between Act! 365 and Teamleader automatically, without writing any code, using Zoho Flow.
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Add a new contact in Teamleader whenever a new contact is added in Act! 365
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Teamleader whenever a new contact is added in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader whenever a new contact is added in Act! 365
Act! 365 + Teamleader
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Supported triggers and actions
Integrate Act! 365 and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Contact added
Triggers when a new contact is added
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Create opportunity
Creates a new opportunity
Fetch contact by email
Fetches the details of an existing contact by email address
Create deal
Creates a new deal
Create task
Creates a new task
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create company
Creates a new company
Create project
Creates a new project
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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