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Integrate Insightly with Teamleader
Send information between Insightly and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new project in Insightly each time a new project is initiated in Teamleader
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from project management software. This flow will generate a new project in Insightly whenever a new project is created in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Insightly.
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Set up a new project in Insightly each time a new project is initiated in Teamleader
Teamleader + Insightly
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Add a new contact in Teamleader whenever a new contact is added in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Teamleader whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Teamleader.
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Add a new contact in Teamleader whenever a new contact is added in Insightly
Insightly + Teamleader
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Build your own integrations between Insightly and Teamleader
Connect Insightly and Teamleader with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
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Contact added
Triggers when a new contact is added
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Time tracking updated
Triggers when the details of an existing time tracking are updated
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Invoice booked
Triggers when an invoice is booked
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Time tracking created
Triggers when a new time tracking is created
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Invoice paid
Triggers when an invoice is paid
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Product created
Triggers when a new product is created
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Company created
Triggers when a new company is added
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Deal accepted
Triggers when a deal is accepted
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Deal created
Triggers when a new deal is created
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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Create project
Creates a new project
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Link contact to company
Links a contact to the specified company
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create task
Creates a new task
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Update task
Updates the details of an existing task
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Fetch contact
Fetches a contact by ID
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Fetch company
Fetches a company by ID
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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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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