[ Sales and CRM ]
Teamleader integration for your workflows.
Connect Teamleader to Collabase once and use 13 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
Teamleader in Collabase
Connect Teamleader to Collabase once and use 13 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
How to connect it
- Open the integrations in the workspace settings.
- Choose Teamleader and connect your account.
- Add a trigger or an action to the workflow.
- Go to the Teamleader Marketplace (https://marketplace.teamleader.eu)
- Log in or create an account
- Go to "Build" and click "Create a new Integration"
- Fill in the required information
- On your integration's settings page, configure:
- Select all required scopes for your integration
Teamleader triggers
| Name | Description | Fields |
|---|---|---|
| New ContactInstant via webhook | Triggers when a new contact is created | 0 |
| New CompanyInstant via webhook | Triggers when a new company is created | 0 |
| New DealInstant via webhook | Triggers when a new deal is created | 0 |
| Deal WonInstant via webhook | Triggers when a deal is won/accepted | 0 |
| New InvoiceInstant via webhook | Triggers when a new invoice is drafted | 0 |
Teamleader actions
| Name | Description | Fields |
|---|---|---|
| Create Contact | Create a new contact record |
+ 11
|
| Update Contact | Modify existing contact data |
+ 12
|
| Create Company | Add a new company record |
+ 12
|
| Update Company | Modify company information |
+ 13
|
| Link Contact to Company | Associate a contact with a company |
|
| Unlink Contact from Company | Remove the association between contact and company |
|
| Create Deal | Create a new deal/opportunity |
+ 8
|
| Update Deal | Modify deal properties |
+ 8
|
| Search Companies | List or filter companies |
+ 5
|
| Search Contacts | List or filter contacts |
+ 5
|
| Search Deals | List or filter deals |
+ 10
|
| Search Invoices | List or filter invoices |
+ 13
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Teamleader
What can I automate with Teamleader in Collabase?
Teamleader brings 13 actions and 5 triggers, for example Create Contact, Update Contact, Create Company, Update Company and 9 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Teamleader to Collabase?
You open the integrations in the workspace settings, choose Teamleader and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Teamleader start a workflow?
Yes. Teamleader provides 5 triggers, for example New Contact, New Company, New Deal and 2 more. The workflow runs as soon as the event happens.
Does the Teamleader integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
