Teamleader

USE CASE

Teamleader is easy-to-use software that makes work easier for 10,000+ SMEs. CRM, project management and invoicing in one handy tool. Using the Adverity API connector for Teamleader, you can automatically pull the most-up-to-date information on your deals & deal quotations to enrich your marketing data sources.

With a Teamleader Datastream, you can send deal & deal quotation information to any destination, or add it to your Adverity Insights dashboard to find out the impact of your marketing campaigns from different platforms on your deal activity!

CREATE A DATASTREAM A PERFORM A FETCH

Follow the basic steps of creating a Datastream and first Fetch. You can also Schedule Fetches.

You need to have access to a Teamleader account, and have at least one existing deal or deal quotation. If you do not have access to the account yourself, you can also send out an access request.

You can currently choose between two report types: "All Deals" or "Deal Quotations".

LIMITATIONS

There are no limitations that apply, other than those set by Teamleader with regards to their API usage.