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Teamleader integration

Create and update companies, contacts and deals in Teamleader, and start flows on new deals, contacts or invoices.

Sales and CRMData and analytics5 triggers · 13 actions
Connect Teamleader freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Teamleader, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Triggers when a new contact is created.

  • WHEN
    New Company

    Triggers when a new company is created.

  • WHEN
    New Deal

    Triggers when a new deal is created.

  • WHEN
    Deal Won

    Triggers when a deal is won/accepted.

  • WHEN
    New Invoice

    Triggers when a new invoice is drafted.

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Create a new contact record.

  • DO
    Update Contact

    Modify existing contact data.

  • DO
    Create Company

    Add a new company record.

  • DO
    Update Company

    Modify company information.

  • DO
    Link Contact to Company

    Associate a contact with a company.

  • DO
    Unlink Contact from Company

    Remove the association between contact and company.

  • DO
    Create Deal

    Create a new deal/opportunity.

  • DO
    Update Deal

    Modify deal properties.

  • DO
    Search Companies

    List or filter companies.

  • DO
    Search Contacts

    List or filter contacts.

  • DO
    Search Deals

    List or filter deals.

  • DO
    Search Invoices

    List or filter invoices.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Teamleader integration free?

Yes. Teamleader is available on every Calibra plan, including the free plan, which needs no card.

How is Teamleader usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Teamleader without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Teamleader for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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