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
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
- HAS TAG
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TAG
- REMOVE TAG
- 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:
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.
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.