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Teamleader + pipelinedeals Integrations

Appy Pie Connect allows you to automate multiple workflows between Teamleader and pipelinedeals

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Teamleader

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Teamleader + pipelinedeals

  • Teamleader Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    Close
    When this happens...
    Teamleader Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • Teamleader Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    Close
    When this happens...
    Teamleader New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • Teamleader MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    Close
    When this happens...
    Teamleader New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • Teamleader Gmail

    pipelinedeals + Gmail

    Create Draft from Gmail from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    Teamleader list deal stages
     
    Then do this...
    Gmail Create Draft
  • Teamleader Gmail

    pipelinedeals + Gmail

    Send Email in Gmail when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    Teamleader list deal stages
     
    Then do this...
    Gmail Send Email
  • Teamleader {{item.actionAppName}}

    Teamleader + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Teamleader + pipelinedeals in easier way

It's easy to connect Teamleader + pipelinedeals without coding knowledge. Start creating your own business flow.

    Triggers
  • Contact Linked To Company

    Triggers when a contact is linked to company.

  • Deal Accepted

    Triggers when a deal is accepted.

  • Invoice Paid

    Triggers when an invoice is paid.

  • New Company

    Triggers when a new Company is added.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new deal is created.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Company

    Creates a new company.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Link Contact to Company

    Links a contact to a company.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Teamleader & pipelinedeals Integrations Work

  1. Step 1: Choose Teamleader as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick pipelinedeals as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Teamleader to pipelinedeals.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.