Integrate Kylas with Teamleader

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

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

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Teamleader whenever a new contact is added in Kylas.

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

Kylas + Teamleader

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Supported triggers and actions

Integrate Kylas and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal are updated

Call logs created or updated

Triggers when a call log is created or updated

Task updated

Triggers when the details of an existing task are updated

Company updated

Triggers when the details of an existing company are updated

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Lead created or updated

Triggers when a lead is created or updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Company created or updated

Triggers when a company is created or updated

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 product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update lead

Updates the details of an existing lead

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update task

Updates the details of an existing task

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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.

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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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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Technical Engineer, Master Liveaboards

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