Sales.Rocks
Teamleader
zapier

An automated workflow using zapier

Connects Sales.Rocks + Teamleader

Export Sales.Rocks contacts to Teamleader Focus

About this workflow template

This automation scenario allows you to connect Sales.Rocks and Teamleader

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Diagram

Export Sales.Rocks contacts to Teamleader Focus
Workflow diagram: Sales.Rocks + Teamleader integration

How it works?

When this trigger fires in Sales.Rocks

Sales.Rocks

Export contacts in Sales.Rocks

Triggers when you export contacts or new contact is bought.

Then this action happens in Teamleader

Teamleader

Create Contact in Teamleader

Creates a new contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Export Sales.Rocks contacts to Teamleader Focus.

Part I

Configure Applications

First, we need to connect Sales.Rocks and Teamleader to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Sales.Rocks to Zapier.

    Connect Sales.Rocks to Zapier.

    Give Zapier access to your Sales.Rocks account, using Sales.Rocks credentials.

  • Connect Teamleader to Zapier.

    Connect Teamleader to Zapier.

    Give Zapier access to your Teamleader account, using Teamleader credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Sales.Rocks

    Set up a Trigger action for Sales.Rocks

    Choose the following trigger: Export contacts (Triggers when you export contacts or new contact is bought.).

  • Then set up an Action for Teamleader

    Then set up an Action for Teamleader

    Choose this action: Create Contact (Creates a new contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Sales.Rocks and Teamleader.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Export Sales.Rocks contacts to Teamleader Focus!

Supported triggers and actions

  • Teamleader

    New contact

    Triggers when a new contact is added.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teamleader

    Deal accepted

    Triggers when a deal is accepted.

    zapier
    triggerbyzapier
  • Teamleader

    Watch contacts

    Triggers when a new contact is added.

    integromat
    triggerbyintegromat
  • Teamleader

    New company

    Triggers when a new Company is added.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teamleader

    New deal

    Triggers when a new deal is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Teamleader

    Invoice paid

    Triggers when an invoice is paid.

    zapier
    triggerbyzapier
  • Sales.Rocks

    Verify email

    Verify email

    integrately
    actionbyintegrately
  • Sales.Rocks

    Verify phone

    Verify phone

    integrately
    actionbyintegrately
  • Sales.Rocks

    Export contacts

    Triggers when you export contacts or new contact is bought.

    zapier
    triggerbyzapier
  • Sales.Rocks

    Export companies

    Triggers when you export companies or new company is bought.

    zapier
    triggerbyzapier

Apps you need

Zapier

Zapier

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