Teamleader + UPilot Integrations
Integrate Teamleader with UPilot to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Teamleader to UPilot integration helps boost your business’ efficiency.
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About Teamleader
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
About UPilot
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsConnect Teamleader + UPilot in easier way
It's easy to connect Teamleader + UPilot 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.
Compliance Certifications and Memberships
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