Teamleader + Segment

Synchronise Teamleader with Segment

Info
Segment

Segment

Customer Data

Optimise your Teamleader data by connecting it with Segment to integrate your data.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

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.

Connect Teamleader and Segment

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 Segment easily

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

Customer Data

Segment is a customer data platform (CDP) that helps you collect, clean, and control your customer data.

https://segment.com

Questions about the integration?

Request more info on Teamleader + Segment integration

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