Integrate Customerly with Teamleader
Send information between Customerly and Teamleader automatically, without writing any code, using Zoho Flow.
Build your own integrations between Customerly and Teamleader
Connect Customerly and Teamleader with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Customerly and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact added
Triggers when a new contact is added
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
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
All Actions - Actions are the automated tasks
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Create or update lead
Creates or updates a lead
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
Create deal
Creates a new deal
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
Similar apps
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.
Similar apps
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
