Integrate CloudTalk with Teamleader

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

Explore prebuilt integration flows to get started

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Send a greeting email in CloudTalk for a newly added contact in Teamleader

Send personalized welcome emails to every new contact in your project management software. This flow will send a welcome email in CloudTalk when a new contact is created in Teamleader.

How it works
  1. The flow triggers when a new contact is added in Teamleader.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a greeting email in CloudTalk for a newly added contact in Teamleader

Teamleader + CloudTalk

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Create a contact in CloudTalk each time a contact is created in Teamleader

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in CloudTalk every time a contact is created in Teamleader.

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

Teamleader + CloudTalk

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

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

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  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 CloudTalk

CloudTalk + Teamleader

Build your own integrations between CloudTalk and Teamleader

Connect CloudTalk 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 CloudTalk and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

Contact added

Triggers when a new contact is added

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Time tracking created

Triggers when a new time tracking is created

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Add activity

Adds an activity to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create project

Creates a new project

Link contact to company

Links a contact to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

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 CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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