KPL-1934
E-mail Teamleader

Keep E-mail and Teamleader updated automatically.

This connector fixes that, and we build it on request: what happens in E-mail lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.

ContactsLeadsNotes
The problem

What this connector takes off your hands

  • Today you create contacts and deals by hand, first searching whether someone already exists so you do not add a duplicate. Everyone skips that search sometimes, and then there are two.

What you get out of it

What E-mail to Teamleader saves you

  • Record every message arriving via E-mail against the right customer in Teamleader.
The link

What travels across the link

Everything this connector moves between E-mail and Teamleader, and how often.

  1. Contacts

    to Teamleader automatically

    The person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.

  2. Leads

    to Teamleader automatically

    Every new enquiry becomes a lead in Teamleader, so follow-up does not hang off a stray email.

  3. Notes

    to Teamleader automatically

    The details land as a note on the contact in Teamleader, so the picture of that contact stays complete.

Both sides

What each side expects

E-mail and Teamleader do not describe the world the same way. This is what has to line up.

Teamleader

Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link E-mail to Teamleader. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of E-mail. Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • Access to the workspace or channel the notifications should land in.
  • A Teamleader account you administer. You grant Schakel access once through Teamleader itself.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect E-mail to Teamleader?

Yes. Schakel connects through the official APIs of E-mail and Teamleader, so you install nothing on your own server and nothing travels outside those two parties.

Does the connector prevent duplicate contacts in Teamleader?

Yes. Contacts are matched by email, so an existing customer in Teamleader is updated rather than a second one appearing.

Which contact in Teamleader does the information from E-mail land on?

The contact that matches on email. If it does not exist yet, it is created with the details that come across from E-mail.

What does connecting E-mail and Teamleader cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does E-mail sync with Teamleader?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if E-mail or Teamleader is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

How do I connect E-mail to Teamleader?

You give Schakel access to E-mail and Teamleader once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.

Is my E-mail data safe in this connector?

Your credentials are stored encrypted and we only process what is needed to update Teamleader. We sell nothing on and comply with the GDPR.

Missing something you need?

Tell us what E-mail and Teamleader should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.