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Teamleader

1. Configure the Contact Sync

Here you can find the documenation for this:

 

2. Configure the Phone Companion 

 

Receive notifications on incoming calls and make outgoing calls using click to dial with the Phone Companion. 

For the installation of the PhoneCompanion please refer to our specialized website: https://phonecompanion.cloud

Configure your PhoneCompanion to display a link to the detail screen of a contact on an incoming call from a known phone number, and/or add a link to create a new contact in your CRM or other cloud application.

 

3. Specific information for Teamleader

 

If you link a contact to a company and you do not make any other changes to the contact, this update will not be pushed to your phonebook, due to technical limitations of the Teamleader API. If you make another change (e.g. name, phone…) all changes will be pushed to your phone book including the company.

 

4. Detail link for Phone Companion

 

Contact detail link:

https://app.teamleader.eu/contact_detail.php?id={from.remoteId}

 

Add new contact link:

https://app.teamleader.eu/contacts.php

(opens the contact list with button “Add” at the top, no direct link possible to create a new contact)