Emails + Teamleader

Synchronise Emails with Teamleader

Info
Emails

Emails

Data

Send your data by email by integrating it with Teamleader to better manage your company sales.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can I import and export data into Teamleader?

You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.

What reports types are available in Teamleader?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Can I send any type of data by email?

We can send doc, csv, xls, txt or zip files. We do not support sending images or large files at the moment.

Can I decide how often emails are sent?

For file transfer, you can choose between daily, weekly, monthly or yearly sending. E-mail notifications will be sent automatically, for example when a new order is received in your online shop.

Connect Emails and Teamleader

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Emails and Teamleader easily

Data

The Synchron messaging tool allows you to automate the sending of your data by email, whether it is your marketing data, customer data, invoices, or sales from your online shop.

ERP

Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.

https://referrals.teamleader.eu/mQnzPU2

Questions about the integration?

Request more info on Emails + Teamleader integration

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