Integrating Vtiger with Teamleader by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Vtiger and Teamleader
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
About Teamleader
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Integrations for TeamleaderIt's easy to connect Vtiger + Teamleader without coding knowledge. Start creating your own business flow.
- Triggers
-
Lead Created or UpdatedTriggers when a new lead is created or existing lead is updated.
-
New Case
Triggers when a new Case created.
-
New Contact
Triggers when a new Contact created.
-
New Event
Triggers when a new Event created.
-
New Invoice
Triggers when a new Invoice is created.
-
New Lead
Triggers when a new Lead is created.
-
New Organization
Triggers when a new Organization created.
-
New Product
Triggers when a new Product created.
-
New Service
Triggers when a new Service created.
-
New Ticket
Triggers when a new Ticket is created.
-
New Todo
Triggers when a new todo is created.
-
Contact Linked To CompanyTriggers 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.
- Actions
-
Create Case
Creates a new Case.
-
Create Event
Create a new Event in Vtiger.
-
Create Organization
Creates a new Organization/Account/Company.
-
Create Product
Creates a new Product in Vtiger.
-
Create Project
Creates a new project.
-
Create Service
Creates a new Service item in Vtiger.
-
Create Ticket
Creates a new Ticket.
-
Create Todo
Create a new To do in Vtiger.
-
Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
-
Create or Update Lead
Creates or updates lead.
-
Create or Update Product
Creates a new product or updates an existing product in Vtiger.
-
Update Project
Updates an existing project in Vtiger.
-
Update Todo
Update a selected todo in vtiger.
-
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.
How Vtiger & Teamleader Integrations Work
-
Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Teamleader as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Vtiger to Teamleader.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.