Teamleader integration
Use Teamleader in Zoft workflows, voice agents, chat agents and AI employees. Use Teamleader from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 13 actions
- 5 triggers
- Starts with
New Deal - ZoftAgent or workflow decides what happens next
- Then in TeamleaderCreate Deal
- AndCreate Company
Zoft + Teamleader
What Zoft can do with Teamleader.
- 01Voice agentsA phone agent can use Teamleader actions such as Create Deal and Create Company during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Teamleader while it talks to the customer.
- 03WorkflowsStart a workflow when “New Deal” happens in Teamleader, or use Teamleader as any step on the canvas.
- 04AI employeesAn AI employee can find and use Teamleader actions on its own, and ask for your approval before it sends or changes anything important.
Actions 13
Things Zoft can do in Teamleader.
- Create DealCreate a new deal/opportunity
- Update DealModify deal properties
- Search DealsList or filter deals
- Create CompanyAdd a new company record
- Create ContactCreate a new contact record
- Update CompanyModify company information
- Update ContactModify existing contact data
- Custom API CallMake a custom API call to a specific endpoint
- Search ContactsList or filter contacts
- Search InvoicesList or filter invoices
Show all 13Show fewer
- Search CompaniesList or filter companies
- Link Contact to CompanyAssociate a contact with a company
- Unlink Contact from CompanyRemove the association between contact and company
Triggers 5
Events in Teamleader that can start a workflow.
- New DealTriggers when a new deal is created
- New CompanyTriggers when a new company is created
- New ContactTriggers when a new contact is created
- New InvoiceTriggers when a new invoice is drafted
- Deal WonTriggers when a deal is won/accepted
Setup
Connect Teamleader in three steps.
- 01ConnectChoose Teamleader in Connections and approve access in the Teamleader sign-in window. Zoft never sees your password.
- 02Put it to workAdd Teamleader as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More sales and crm integrations.
See all in Sales and CRM
Sign in with OAuthZoho CRMSales and CRM2 actions · 1 trigger
Sign in with OAuthSalesforceSales and CRM27 actions · 9 triggers
Sign in with OAuthHubSpotSales and CRM45 actions · 24 triggers
API keyHousecall ProSales and CRM46 actions
Account detailsPredictLeadsAnalytics and BI12 actions
Account detailsZendesk-sellSales and CRM12 actions · 8 triggers
FAQ
Teamleader on Zoft, answered.
What can Zoft do with Teamleader?
Zoft supports 13 actions and 5 triggers for Teamleader. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Teamleader to Zoft?
Choose Teamleader in Connections and approve access in the Teamleader sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Teamleader?
Yes. Once Teamleader is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Teamleader without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.