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How to connect Teamleader with LeadsBridge

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Integrate Teamleader 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.

Connect Teamleader 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" 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'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

  1. Contact

    Contacts are qualified leads or basically, people that are ready to buy.
    For further information check the following link: ( Learn more)

  2. Deal

    A deal basically shows the steps that need to be taken to convert an incoming lead into a client.
    For further information check the following link: ( Learn more)

  3. Company

    There’s a difference between individual contacts and companies, as you can have different contacts in the same company. Teamleader recommends to use the contact tag for individual people and use the company tag for businesses.
    For further information check the following link: ( Learn more)

Which segmentation concepts we support for Teamleader

With LeadsBridge you may use these segmentation concept for Teamleader.

  1. Deal Phase

    The deal phase is basically the steps that are taken before a potential customer converts into a client.
    In order to Add or Edit a deal phase, simply log in on your Teamleader account and follow the steps below:
    1. Navigate to "Settings" » "Deals" » "Deal phases"
    2. Click on "+" sign, or click on the pencil next to the deal phase you would like to edit
    3. Fill in a name and how soon deals in this phase will require action, or edit the name or the amount of time before an action needs to be taken for this phase.
    4. Click "Save"
    5. The deal phase will be added above/before the phase "Quotation sent"
    For further information check the following link: ( Learn more)

  2. Deal Source

    The Deal sources give you an overview of the origin of all your deals.
    For example: Are opportunities mostly coming from your website? Or are you scoring particularly well at events?.
    To manage your deal sources you should follow the steps below:
    1. Go to "Settings"
    2. And then to "Add deal sources"
    For further information check the following link: ( Learn more)

  3. Tag

    A tag is a nifty way to add a certain characteristic to your contacts or companies. Doing this allows you to easily divide them into categories: when creating a segment, you can filter based on your own created tags.
    Examples of tags can be "Customer", "Supplier", "Prospect", but as with the segments, you’re only limited by your imagination!
    To create and assign a tag you should follow the steps below:
    1. Navigate to "Settings" and click "CRM"
    2. Click on the "+" symbol next to "Tags"
    3. Give your newly created tag a name
    4. Click "Save"
    5. Now you can assign the tag to a contact or company.
    6. Go to "Contacts" or "Company"
    7. Choose a contact and click on the pencil next to "Contact information"
    8. In the pop-up screen, you can choose a tag from the drop-down menu next to "Tags"
    9. Click on "Save"
    For further information check the following link: ( Learn more)
 

Common questions for Teamleader

How do I add a Custom Field?

Teamleader's Custom Fields are managed by their interface so you just simply need to login on your Teamleader account and follow the steps below:
  1. Navigate to "Settings" and click on "Custom Fields"
  2. Click on the "+" symbol next to "Custom fields"
  3. Name your custom field. Make sure it’s recognizable and easily interpretable.
  4. Using ‘For’ we define to which part of Teamleader the custom field belongs. This is also where you’ll find it later.
  5. There are multiple types of custom fields. Some of them have special properties such as email address and URL: Teamleader will recognize these fields for what they are and will interpret the value as an email address or a hyperlink.
  6. Click on "Save"
For advanced options and further information check the following link: ( Read from Teamleader docs)

Why I can't see the client Address values in Teamleader?

The Address fields are grouped in a single set, all the values that make the set must be populated.

The set group includes the following fields:
  • Address Primary City
  • Address Primary Postal Code
  • Address Primary Country
  • Address Primary Line 1
If you don’t map all of these fields, LeadsBridge won’t be able to sync them to the CRM due to Teamleader API limitations.

So, in order to receive the Address field you should map each of the 4 fields listed above, in order to receive the Address value inside Teamleader. In case you don't have some of those values from your Source, we suggest setting a fixed text, like N/A.

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