Integrate EvaluAgent with Teamleader
Send information between EvaluAgent and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Teamleader whenever a new contact is added in EvaluAgent
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 EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader whenever a new contact is added in EvaluAgent
EvaluAgent + Teamleader
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Supported triggers and actions
Integrate EvaluAgent and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Evaluation created
Triggers when a new evaluation is added
Contact created
Triggers when a new contact 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
Create contact
Creates a new contact
Create user
Adds a new user
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
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 EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
