Create or update contacts in Teamleader from new leads in Sharpspring
Create or update contacts in Teamleader from new leads in Sharpspring
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About
This template regularly checks for new leads in SharpSpring and uses the retrieved information to create or update contacts in Teamleader.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
We use email address as the key between the two systems.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a participant to a project specified by ID. Available only for Teamleader V1.
Adds a time tracking entry.
Books a draft invoice.
Cancels an event specified by ID.
Closes a project specified by ID. Available only for Teamleader V1.
Closes a project specified by ID. Available only for Teamleader V2.
Marks a task completed.
Creates a new campaign.
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