Integrate Happyforms with Teamleader
Send information between Happyforms and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Teamleader each time a form is filled out on Happyforms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Teamleader the form responses received in Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact in Teamleader.
Create a contact in Teamleader each time a form is filled out on Happyforms
Happyforms + Teamleader
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Supported triggers and actions
Integrate Happyforms and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
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 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 Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
