Connect Teamleader

With the Teamleader Focus connection, every lead your bot collects is automatically added to Teamleader. You don’t need to type anything over.

How it works

• If a visitor leaves their email address, Chat on Page looks up the contact in Teamleader using that address. If it doesn’t exist yet, it is created, including the name and phone number.
• A note with the question and a link to the conversation is added to the contact.
• For a sales question or quote request, a deal is also created (enabled by default).
• For a question or problem, a ticket can also be created (disabled by default).
• A new reservation from the chat is added as a contact with a note.

Connecting from the portal

1. Open your bot and select Connections.
2. Click the Teamleader Focus tile.
3. Sign in to Teamleader and grant permission.
4. You return to Connections and see the message "Teamleader Focus connected".

Installing from the Teamleader Marketplace

1. In the Teamleader Marketplace, click install. You are taken to the Connect Chat on Page to Teamleader Focus page.
2. Don’t have an account yet? Click Create a free account. If you already have one, click Sign in. You will then automatically return to this page.
3. Select which bot the leads belong to and click Connect. A bot that is already connected shows Already connected.
4. Grant permission in Teamleader. You end up at Connections for that bot.

Setting up deals and tickets

1. Next to Teamleader Focus under Your connections, click Edit.
2. Enable or disable Also create a deal for a sales question or quote request.
3. Enable or disable Also create a ticket for a question or problem.
4. Save.

Good to know

• Only the account administrator (role Admin) can connect Teamleader. On the installation page, you only see accounts where you are an administrator. See Team.
• Tickets require the Shared inbox in Teamleader. If Teamleader does not allow tickets, it will only create a contact with a note.
• Leads without an email address are not sent to Teamleader.
• Conversations from the test environment are not forwarded.
• If the connection no longer works, you will see this under Status. Remove it and reconnect.
• Read more about leads in Leads, and about other CRMs in Connections.