Integrate Freshsales with Teamleader
Send information between Freshsales 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 Freshsales
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Teamleader each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader whenever a new contact is added in Freshsales
Freshsales + Teamleader
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Supported triggers and actions
Integrate Freshsales and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
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
Add note to contact
Adds a note to the selected contact
Add note to lead
Adds a note to the selected lead
Create lead
Creates a new lead
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Fetch lead by ID
Fetches a lead by ID
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by email address
Fetches a lead by email
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 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.
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