Integrate Cartloom with Teamleader

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

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Create a new deal in Teamleader for each new order placed in Cartloom

Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamleader for every new order created in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  2. Zoho Flow creates a new deal in Teamleader.
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Create a new deal in Teamleader for each new order placed in Cartloom

Cartloom + Teamleader

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Supported triggers and actions

Integrate Cartloom and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New discount

Triggers when a new discount is added

New order

Triggers when a new order is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Invoice paid

Triggers when an invoice is paid

Project created

Triggers when a new project is created

Deal accepted

Triggers when a deal is accepted

Invoice booked

Triggers when an invoice is booked

Contact added

Triggers when a new contact is added

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Add discount

Adds a new discount

Fetch discount

Fetches the details of an existing discount by ID

Fetch order

Fetch the details of an existing order by invoice number

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

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 Cartloom?

Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.

E Commerce

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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