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  1. Integrate Teamleader (Deprecated) with LeadsBridge

Integrate Teamleader (Deprecated) with LeadsBridge

Teamleader is a user-friendly tool and a cloud-based solution for CRM, project management and

Teamleader is a user-friendly tool and a cloud-based solution for CRM, project management and invoicing.
LeadsBridge is a Teamleader's partner, find us on the marketplace.

In this article, you'll learn how to connect your LeadsBridge account with Teamleader (Deprecated).

Connect Teamleader (Deprecated) integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Teamleader (Deprecated)" from the providers list
  6. Click on the Next button
  7. Select the entity concept you'd like to use (ex Contact, Deal, Company)
  8. Select the segmentation concept you'd like to use (ex Deal Phase, Deal Source, Tag)
  9. Click on the Authorize button
  10. A Teamleader (Deprecated)'s wizard will popup
  11. Enter your credentials and grant the access to LeadsBridge
  12. Head back to LeadsBridge and click on the Finish button

Which entity concepts we support for Teamleader (Deprecated)

  1. Contact

    Contacts are qualified leads or basically, people that are ready to buy.
  2. Deal

    A deal basically shows the steps that need to be taken to convert an incoming lead into a client. ( Learn more)
  3. Company

Which segmentation concepts we support for Teamleader (Deprecated)

With LeadsBridge you may use these segmentation concept for Teamleader (Deprecated).

  1. Deal Phase

    The deal phase are basically the steps that are taken before a potential customer converts into a client.
    In order to add/edit a deal phase, simply login on your Teamleader account and navigate to Settings » Deals » Deal phases. ( Learn more)
  2. Deal Source

    A deal source is like a list of all your deals coming from a specific source. You can track all the opportunities coming from your website for example. To manage your deal sources, login on your Teamleader account and go to 'Settings' » 'Add deal sources'.
  3. Tag

Common questions for Teamleader (Deprecated)

How do I add Custom Fields?

Teamleader's custom fields are managed by their interface so just simply login on your Teamleader account. Then go to Settings » Custom Fields to add a custom field to Teamleader. You can follow their documentation also. ( Read from Teamleader (Deprecated) docs)

Related Articles

If you have any further questions regarding this matter, or if you need help to set up the connection between Teamleader (Deprecated) with LeadsBridge, do not hesitate to get in touch!