Teamleader Guide
Teamleader
Teamleader + Hubspot
Synchronise Teamleader with Hubspot
Optimise your Teamleader data by integrating HubSpot to manage your customers.
Synchronise your Orders
Import or export your orders from one application to another.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Export your Invoices
Replicate your invoices and save your important data.
Optimise your Marketing
Use your customer data to improve your sales.
Synchron.io, specialist in e-commerce integration, facilitates the transfer of data between Teamleader and Hubspot.
Hubspot
Teamleader
Available Data Workflows
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Import Deals in Real-time
Automated creation of Teamleader invoices every time a deal is won or closed in your Hubspot account.
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Creating new customers
When a Hubspot deal is marked as won by a new client, Synchron.io imports the new customer details in Teamleader.
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Creating new products
When a deal contains a product (SKU) that doesn't exist in Teamleader, Synchron.io imports the new product data automatically.
What marketing solutions can Hubspot bring to my business?
Hubspot Marketing offers a variety of solutions to attract more visitors, convert more leads, close more deals and ultimately delight more customers. With integrated blogging, and content creation tools you can create more of the content your prospects crave and make it impossible for them to miss it with SEO optimisation built-in.
What kind of data can I import into Hubspot?
You can import contacts, companies, deals, tickets, products, or notes.
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.
Connect Teamleader and Hubspot
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
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Teamleader and Hubspot easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
HubSpot offers a full platform of marketing, sales, customer service, and CRM software to help businesses grow better. Get started with free tools, and upgrade as you grow.
Questions about the integration?
Request more info on Teamleader + Hubspot integration
