Teamleader

Updated 9 days ago ​by Jonas

GETTING STARTED GUIDE: How to set up a new connection? 
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

Teamleader is a comprehensive solution for small to medium-sized businesses. This all in one streamlined tool entails CRM, Project Planning, Invoicing, Sales Tracking, and a Support Ticketing System. All of this functionality, available on any device, helps you and your team save time, collaborate better and stay organized, helping your business grow!


Below you'll find detailed information, specifically for Teamleader integrations:

Supported Teamleader Integrations


Authorizing Teamleader

We simply ask your login details and your permission. For Teamleader, we need your login and password. We connect all Teamleader accounts. When you click 'Authorize Teamleader', a pop-up window appears asking you to enter your username and password.

If you already authorized Teamleader account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Teamleader fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B

Customizable Field Mapping

You can custom map your Teamleader Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE

IMPORTANT:
Currently, there's a limitation on the number of custom fields you can map in connections with Teamleader. We can only sync up to ten Teamleader Custom Fields within the custom mappings. With custom mappings, you can sync additional standard fields that aren't part of the default field mappings. This means you can set up more than 10 custom mappings, you just need to make sure they don't contain more than ten Teamleader Custom Fields. If you do exceed this limit, the sync will simply stop working as a safety measure.

Additional Options

Syncing Unsubscribes/Deletions

Currently, there are no Teamleader integrations on the PieSync platform that support our Unsubscribes/Deletions sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.


Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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