Integrate Teamleader with Routee
Send information between Teamleader and Routee automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new contact in Routee when a contact is created in Teamleader
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Routee for new contacts created in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow creates a new contact in Routee.
Set up a new contact in Routee when a contact is created in Teamleader
Teamleader + Routee
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Supported triggers and actions
Integrate Teamleader and Routee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
Create contact
Creates a new contact
Add contact to group
Adds an existing contact to a specified group
Blacklist contact
Adds an existing contact to the blacklist
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Remove contact from blacklist
Removes the specified contact from the blacklist
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 Routee?
Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services
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.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, CASIOPE
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
