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How to connect Contacts+ and Teamleader
Create a New Scenario to Connect Contacts+ and Teamleader
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Teamleader will be your first step. To do this, click "Choose an app," find Contacts+ or Teamleader, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Teamleader Node
Next, click the plus (+) icon on the Contacts+ node, select Teamleader from the list of available apps, and choose the action you need from the list of nodes within Teamleader.
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Authenticate Teamleader
Now, click the Teamleader node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teamleader settings. Authentication allows you to use Teamleader through Latenode.
Configure the Contacts+ and Teamleader Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Contacts+ and Teamleader Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, Teamleader, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Contacts+ and Teamleader integration works as expected. Depending on your setup, data should flow between Contacts+ and Teamleader (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Teamleader
Contacts+ + Teamleader + Google Sheets: When a contact is updated in Contacts+, the corresponding contact is updated in Teamleader. The changes are then recorded in a Google Sheets spreadsheet for tracking and auditing purposes.
Teamleader + Contacts+ + Slack: When a new contact is added to Teamleader, a corresponding contact is created in Contacts+. A notification is then sent to a designated Slack channel to inform the sales team about the new contact.
Contacts+ and Teamleader integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About Teamleader
Sync Teamleader with Latenode to automate sales & project workflows. Update deals, manage tasks, and trigger actions in other apps based on Teamleader events. Enrich data with AI, filter with JavaScript, and scale your processes visually, paying only for execution time. Connect Teamleader to your stack and streamline operations.
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FAQ Contacts+ and Teamleader
How can I connect my Contacts+ account to Teamleader using Latenode?
To connect your Contacts+ account to Teamleader on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Teamleader accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Teamleader when a new contact is added in Contacts+?
Yes, with Latenode, you can easily automate this. Automatically sync new Contacts+ contacts to Teamleader in real-time, saving time and ensuring consistent contact data across both platforms.
What types of tasks can I perform by integrating Contacts+ with Teamleader?
Integrating Contacts+ with Teamleader allows you to perform various tasks, including:
- Create new Teamleader deals when a contact reaches a specific stage.
- Sync contact information updates between Contacts+ and Teamleader.
- Automatically log calls from Contacts+ in Teamleader as activities.
- Generate personalized email campaigns based on synced contact data.
- Trigger Teamleader tasks when new Contacts+ contacts are created.
How do I handle duplicate contacts when syncing Contacts+ to Teamleader?
Latenode allows you to implement custom deduplication logic using JavaScript or AI, ensuring data accuracy and preventing duplicate entries in Teamleader.
Are there any limitations to the Contacts+ and Teamleader integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding knowledge.
- Real-time syncing depends on the API limits of both Contacts+ and Teamleader.
- Custom field mappings may need adjustments if the apps' data structures change.
