Integrazione Teamleader + Hipcall

Teamleader è un software CRM che aiuta a gestire clienti, progetti, ecc. in un unico strumento.

Quando ciò accade (trigger)

Create task
Creates a new task.

Update task
Updates an existing task.

Create contact
Creates a new contact.

Update contact
Updates an existing contact.

Create company
Creates a new company.

Update company
Updates an existing company.

Create deal
Creates a new deal.

Update deal
Updates an existing deal.

Call init
When a call start.

Call hangup
When the call hangup.

Create callback
When the caller create a new callback request.

Deal Won
Triggers when a deal is won

Invoice Payment Registered
Triggers when an invoice is paid

New Company
Triggers when a new company is created

New Contact
Triggers when a new contact is created

New Deal
Triggers when a new deal is created

New Project Created
Triggers when a new project is created.

New Product Added
Triggers when new product is added

New Invoice Booked
Triggers when a new invoice is booked.

Create Contact
Creates a new contact.

Create Contact With Primary Address
Creates a contact with primary address.

Create Deal
Creates a deal.

Find Company
Finds a company.

Find Contact
Finds a contact.

Find Deal
Finds a deal.

Find Invoice
Finds an existing invoice.

Link Contact to Company
Links a contact to company.

Create Company
Creates a company.

Create task (Coming soon)
Creates a new task.

Create contact (Coming soon)
Creates a new contact.

Create company (Coming soon)
Creates a new company.