Keep Outlook and Teamleader updated automatically.
Today someone reads the message, and after that it still has to land somewhere else before anything happens. This connector fixes that, and we build it on request: what happens in Outlook lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today someone reads the message, and after that it still has to land somewhere else before anything happens.
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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 Outlook to Teamleader saves you
- Record every new request via Outlook against the right customer in Teamleader.
- Record every appointment booked via Outlook against the right customer in Teamleader.
- Record a Outlook message left unanswered against the right customer in Teamleader.
What travels across the link
Everything this connector moves between Outlook and Teamleader, and how often.
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Contacts
to Teamleader automaticallyThe person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.
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Leads
to Teamleader automaticallyEvery new enquiry becomes a lead in Teamleader, so follow-up does not hang off a stray email.
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Notes
to Teamleader automaticallyThe details land as a note on the contact in Teamleader, so the picture of that contact stays complete.
What each side expects
Outlook 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.
Setting it up
- 01
Request the connector
Let us know you want to link Outlook to Teamleader. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Outlook. 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.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account you administer, and the inbox or channel involved.
- 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 Outlook to Teamleader?
Yes. Schakel connects through the official APIs of Outlook 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 Outlook land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Outlook.
How are the Outlook fields mapped to Teamleader?
You set once which field from Outlook belongs where in Teamleader. After that every new submission lands in the right place automatically.
What does connecting Outlook 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 Outlook 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 someone fills in the Outlook form twice?
Then it checks by email whether the contact already exists, so you do not create a duplicate in Teamleader.
What if Outlook 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.
Missing something you need?
Tell us what Outlook 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.