Integrate Clientify with Teamleader
Send information between Clientify and Teamleader automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Teamleader each time a new contact is created in Clientify
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Teamleader each time a new contact is created in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow creates a new contact in Teamleader.
Create a new contact is in Teamleader each time a new contact is created in Clientify
Clientify + Teamleader
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Supported triggers and actions
Integrate Clientify and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
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 paid
Triggers when an invoice is paid
Invoice booked
Triggers when an invoice is booked
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking 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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, 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.
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Webhook triggers
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Logic
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Custom functions
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Learn more >Using Zoho Flow, 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 Learn more
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Technical Engineer, Master Liveaboards
