Integrate FluentCRM with Teamleader
Send information between FluentCRM 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 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
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in Teamleader.
Generate a new contact in Teamleader each time a new contact is created in FluentCRM
FluentCRM + Teamleader
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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.
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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