Integrate Teamleader with SpringEdge

Send information between Teamleader and SpringEdge automatically, without writing any code, using Zoho Flow.

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Send a welcome email in SpringEdge when a new contact is created in Teamleader

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in SpringEdge whenever a new contact is added in Teamleader.

How it works
  1. The flow triggers when a new contact is added in Teamleader.
  2. Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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Send a welcome email in SpringEdge when a new contact is created in Teamleader

Teamleader + SpringEdge

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Supported triggers and actions

Integrate Teamleader and SpringEdge using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 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

Send unicode SMS

Sends a unicode SMS to the specified recipient

Send SMS

Sends an SMS to the specified mobile number

Fetch delivery status

Fetches the delivery status of an SMS using message ID

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.

CRM

What is SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

Phone/SMS

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.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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