Integrate Salesmate with Teamleader
Send information between Salesmate and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Teamleader each time a new contact is created in Salesmate
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Teamleader whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Teamleader.
Generate a new contact in Teamleader each time a new contact is created in Salesmate
Salesmate + Teamleader
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Supported triggers and actions
Integrate Salesmate and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
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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