Integrate FluentCRM with Teamleader

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

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Generate a new contact in Teamleader each time a new contact is created in FluentCRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Teamleader whenever a new contact is added in FluentCRM.

How it works
  1. The flow triggers when a new contact is created in FluentCRM.
  2. Zoho Flow creates a new contact in Teamleader.
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Generate a new contact in Teamleader each time a new contact is created in FluentCRM

FluentCRM + Teamleader

Build your own integrations between FluentCRM and Teamleader

Connect FluentCRM 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 FluentCRM and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Contact updated

Triggers when a new contact is updated

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 list

Creates a new list

Create tag

Creates a new tag

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using ID

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 FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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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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

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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