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Create business workflows for Teamleader without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Teamleader workflows

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Create contacts in Teamleader when leads are created in Zoho Marketing Automation


Add new leads created in your marketing automation app to your customer management app automatically. This flow adds new leads created in Zoho Marketing Automation to Teamleader.

How it works
1) A lead is created in Zoho Marketing Automation.
2) Zoho Flow adds the lead as a contact in Teamleader.
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Create contacts in Teamleader when leads are created in Zoho Marketing Automation

Zoho Marketing Automation + Teamleader

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Create contacts in Teamleader when leads are created in Zoho MarketingHub


Add new leads created in your marketing automation app to your customer management app automatically. This flow adds new leads created in Zoho MarketingHub to Teamleader.

How it works
1) A lead is created in Zoho MarketingHub.
2) Zoho Flow adds the lead as a contact in Teamleader.
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Create contacts in Teamleader when leads are created in Zoho MarketingHub

Zoho Marketing Automation + Teamleader

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Add new Teamleader contacts to Autoklose


If you're using a customer management app and sales email automation, you might want to keep the contacts of both apps in sync. This flow adds new Teamleader contacts to Autoklose.

How it works
1) A contact is added to Teamleader.
2) Zoho Flow adds the contact to Autoklose.
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Add new Teamleader contacts to Autoklose

Teamleader + Autoklose

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Create requests in Biztera for new projects in Teamleader


Automate request generation while you work on a project. This flow will create a new request in Biztera when a new project is created in Teamleader.


How it works
1) A new project is created in Teamleader.
2) Zoho Flow creates a new request in Biztera.
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Create requests in Biztera for new projects in Teamleader

Teamleader + Biztera

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Send an email with a GIF via Gmail for G Suite for accepted deals in Teamleader


Spice up your email notifications by including an appropriate GIF whenever a new deal is made. This flow sends an email via Gmail for G Suite and attaches a GIF via Giphy every time a new deal is accepted in Teamleader.

How it works
1) A deal is accepted in Teamleader.
2) Zoho Flow sends an email with GIF using Giphy via Gmail for G Suite.
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Send an email with a GIF via Gmail for G Suite for accepted deals in Teamleader

Teamleader + Giphy + Gmail for G Suite

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Create a contact in Zoho Desk when a deal is accepted in Teamleader


When a deal is made in your customer management app, you might want to add the person involved in the deal to your help desk as a contact for better communication. This flow creates a contact in Zoho Desk whenever a deal is accepted in Teamleader.

How it works
1) A deal is accepted in Teamleader.
2) Zoho Flow creates a contact in Zoho Desk for the deal.
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Create a contact in Zoho Desk when a deal is accepted in Teamleader

Teamleader + Zoho Desk

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Add survey participants in AskNicely for new contacts in Teamleader

Gathering customer feedback effectively and on time can be challenging, but automating the data creation phase can make it easier. This flow will add a new participant to your survey participant list in AskNicely when a new contact is added in Teamleader.


How it works
1) A new contact is created in Teamleader.
2) Zoho Flow adds a new participant to your survey participant list in AskNicely.
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Add survey participants in AskNicely for new contacts in Teamleader

Teamleader + AskNicely

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

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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.

Proposals & Invoices Accounting CRM

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Bulid 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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We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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