This article is a bit different from the others, as the integrations do not need to be set up in a certain workflow. However, you will find out what integrations Teamleader offers and how they need to be set up. Generally, Teamleader differs between integrations on user level and integrations on account level.
Do stay tuned, because we continuously extend our list of integrations.
For all integrations on account level, you need to be an admin in order to set the link:
- Email campaign tools (Mailchimp and Campaign Monitor): send newsletters based on segments in Teamleader.
- Payment integrations (Mollie and Stripe): let your clients pay online.
- VoIP: call out of Teamleader and have all calls logged directly.
- Accountancy integrations (Exact Online, Twinfield, Octopus and Yuki): let your invoices be synced automatically with your accountancy tool.
- Web2Leads (Wufoo, Jotform, Unbounce and Formstack): put a form on your website and let them leads be flowing in.
- TrendsTop: update your CRM via TrendsTop.
The integrations on user level can be linked without an admin account:
- Agenda integration: bi-directional sync between Teamleader and your agenda - everything to stay ahead of things
- Email integration: tracking emails from your Outlook or Gmail account directly to Teamleader - no problem using this integration.
- LinkedIn: social media and Teamleader go hand in hand.
- Document synchronisation (Dropbox): have access to the documents you have uploaded to your document management tool but also in Teamleader and, of course, vice versa.
You are now all set for the integrations. Check here for all articles on how you can get started with Teamleader.