Integrate Teamleader with Zoho Desk

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

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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.
Use this flow
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Create a contact in Zoho Desk when a deal is accepted in Teamleader

Teamleader + Zoho Desk

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Supported triggers and actions

Integrate Teamleader and Zoho Desk using the below 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

Agent availability updated

Triggers when the availability of an agent is updated

Article created

Triggers when a new article is created

Event created

Triggers when a new event is created in the selected portal

Call updated

Triggers when the details of a call is updated in the selected portal

Contact created

Triggers when a new contact is created in the selected portal

Ticket comment added

Triggers when a new ticket comment is added in the selected portal

Event updated

Triggers when the details of an event is updated

Ticket comment updated

Triggers when the selected ticket comment is updated

Product created

Triggers when a new product is created

Account updated

Triggers when the details of the selected account is updated

Ticket thread added

Triggers when a new ticket thread is added in the selected portal

Ticket status updated

Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.

Time entry updated

Triggers when a time entry is updated in the selected task

Ticket created or updated

Triggers when a new ticket is created or if the details of an existing ticket are updated

Agent created

Triggers when a new agent is created in the selected portal

Task updated

Triggers when the details of a task is updated in the selected portal

Account created

Triggers when a new account is created in the selected portal

Ticket moved

Triggers when a ticket is moved to a different team or department

Ticket approval added

Triggers when a new ticket approval is added

Time entry created

Triggers when a new time entry is created in the selected task

Task created

Triggers when a new task is created in the selected portal

Contact updated

Triggers when the details of a contact is updated in the selected portal

Ticket created

Triggers when a new ticket is created in the selected portal

Ticket updated

Triggers when the details of the selected ticket is updated

Call created

Triggers when a new call is created in the selected portal

Article updated

Triggers when an existing article is updated

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

Agent updated

Triggers when the details of an agent is updated in the selected portal

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

Create contract

Creates a new contract for the selected account

Create topic

Creates a new topic

Create contact

Creates a new contact in the selected organization

Add ticket time entry

Adds time entry for an existing ticket

Create task

Creates a new task in the selected department

Create contact comment

Creates a comment in the selected contact

Create event

Creates a new event in the selected organization

Create task comment

Creates a new comment in the specified task

Create topic comment

Creates a comment for the specified topic

Send email reply

Sends a reply for the specified ticket created in the email channel

Add tag

Adds a tag to the specified ticket

Create ticket comment

Creates a comment in the selected ticket

Create call

Creates a new call in the selected organization

Remove tag

Removes a tag from the specified ticket

Add user to group

Adds the specified users to an existing group

Create account

Creates a new account in the selected organization

Add task time entry

Adds time entry for an existing task

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Create agent

Creates a new agent in the selected organization

Create ticket

Creates a new ticket in the selected organization

Create article

Creates a new article

Create product

Creates a new product in the selected organization

Update contact

Updates the selected contact

Update task timer

Updates the timer of an existing task

Update ticket comment

Updates the comment for the specified ticket

Update agent availability

Updates the availability status of an existing agent

Send custom channel reply

Sends reply for a ticket via the selected channel

Move ticket

Moves the specified ticket to the selected department

Invite contact to the help center

Invites the specified contacts to help center

Update article

Updates the details of an existing article

Update task

Updates the details of an existing task

Close ticket

Closes the specified tickets

Update contact comment

Updates the specified comment in the selected contact

Update ticket timer

Updates the timer of an existing ticket

Update contract

Updates the details of an existing contract

Edit ticket time entry

Edits the time entry of an existing ticket

Update call timer

Updates the timer of an existing call

Update product

Updates the details of the selected product

Update call

Updates the details of the specified call

Update topic

Updates the details of an existing topic

Remove user from group

Removes the specified users from an existing group

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Update KB user status

Updates the status of an existing KB user

Update account

Updates the selected account

Update agent

Updates the details of an existing agent

Update ticket

Updates the details of an existing ticket

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch ticket

Fetches the details of an existing ticket

Fetch task

Fetches the details of an existing task by ID

Fetch event

Fetches the details of an event based on the selected field

Fetch contract

Fetches the details of an existing contract

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch product

Fetches the details of an existing product by unique ID or name

Fetch ticket thread

Fetches ticket thread by its unique ID

Fetch KB user

Fetches the details of an existing KB user

Fetch call

Fetches the details of a call based on the selected field

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch account

Fetches an existing account by name or ID

Fetch contact

Fetches a contact by email address, unique ID, or contact name

Fetch article

Fetches the details of an existing article

Trash ticket

Moves selected ticket to the recycle bin

Trash account

Moves selected account to the recycle bin

Trash contact

Moves selected contact to the recycle bin

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.

What is Zoho Desk?

Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.

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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