Integrate Zoho CRM with Teamleader

Send information between Zoho 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 Zoho CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Teamleader each time a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho 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 Zoho CRM

Zoho CRM + Teamleader

Build your own integrations between Zoho CRM and Teamleader

Connect Zoho CRM and Teamleader with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

User created or updated

Triggers when the details of an existing user are created or updated

New module

Triggers when a new module is created

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

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

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

Learn more >

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