Integrate Teamleader with BulkGate
Send information between Teamleader and BulkGate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in BulkGate for newly created contacts in Teamleader
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in BulkGate whenever a new contact is added in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Dispatch a welcome message in BulkGate for newly created contacts in Teamleader
Teamleader + BulkGate
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Supported triggers and actions
Integrate Teamleader and BulkGate 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
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
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
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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