Integrate Jetpack CRM with Teamleader
Send information between Jetpack CRM and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Teamleader each time a new contact is created in Jetpack CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Teamleader whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Teamleader.
Create a new contact is in Teamleader each time a new contact is created in Jetpack CRM
Jetpack CRM + Teamleader
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Supported triggers and actions
Integrate Jetpack CRM and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
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
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Create project
Creates a new project
Create company
Creates a new company
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
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 Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
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.
Similar apps
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 >Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Barings Law
Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Punta Galea
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Infinite Solutions
