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.
When this trigger fires in Sales.Rocks
Triggers when you export contacts or new contact is bought.
Then this action happens in Teamleader
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Export Sales.Rocks contacts to Teamleader Focus.
Part I
First, we need to connect Sales.Rocks and Teamleader to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Sales.Rocks to Zapier.
Give Zapier access to your Sales.Rocks account, using Sales.Rocks credentials.
Connect Teamleader to Zapier.
Give Zapier access to your Teamleader account, using Teamleader credentials.
Part II
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
Choose the following trigger: Export contacts (Triggers when you export contacts or new contact is bought.).
Then set up an Action for Teamleader
Choose this action: Create Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Export Sales.Rocks contacts to Teamleader Focus!
Triggers when a new contact is added.
Triggers when a deal is accepted.
Triggers when a new contact is added.
Triggers when a new Company is added.
Triggers when a new deal is created.
Triggers when an invoice is paid.
Verify email
Verify phone
Triggers when you export contacts or new contact is bought.
Triggers when you export companies or new company is bought.
Teamleader alternatives
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