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Create or update contacts in Teamleader from new leads in Sharpspring

Create or update contacts in Teamleader from new leads in Sharpspring

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Apps used in template

SharpSpring
SharpSpring
Teamleader
Teamleader
Flow Control
Flow Control

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This template regularly checks for new leads in SharpSpring and uses the retrieved information to create or update contacts in Teamleader.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

We use email address as the key between the two systems.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Teamleader
Add a Participant to a Project (Legacy)

Adds a participant to a project specified by ID. Available only for Teamleader V1.

Action
Teamleader
Add a Time Tracking Entry

Adds a time tracking entry.

Action
Flow Control
Array aggregator

Aggregator
Teamleader
Book an Invoice

Books a draft invoice.

Action
Teamleader
Cancel an Event

Cancels an event specified by ID.

Action
Teamleader
Close a Project (Legacy)

Closes a project specified by ID. Available only for Teamleader V1.

Action
Teamleader
Close a Project V2

Closes a project specified by ID. Available only for Teamleader V2.

Action
Teamleader
Complete a Task

Marks a task completed.

Action
SharpSpring
Create a Campaign

Creates a new campaign.

Action

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