ProcessPlan + Teamleader Integrations
Integrate ProcessPlan with Teamleader to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the ProcessPlan to Teamleader integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
ProcessPlan is a cloud-based platform that allows you to visually layout and organize your tasks by consolidating them within the processes. Using ProcessPlan, you can track pending tasks, stay on top of important projects, and automate your workflows with process templates all in one place.
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Teamleader IntegrationsIt's easy to connect ProcessPlan + Teamleader without coding knowledge. Start creating your own business flow.
- Triggers
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Contact Linked To CompanyTriggers when a contact is linked to company.
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Deal AcceptedTriggers when a deal is accepted.
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Invoice PaidTriggers when an invoice is paid.
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New CompanyTriggers when a new Company is added.
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New ContactTriggers when a new contact is added.
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New DealTriggers when a new deal is created.
- Actions
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Create CompanyCreates a new company.
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Create ContactCreates a new contact.
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Create DealCreates a new deal.
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Link Contact to CompanyLinks a contact to a company.
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