Do you like the idea of joining WhatsApp and Teamleader to automate your sales processes?

With our platforms it is easier than you think. You only need two things: a Callbell account and one in  Teamleader.

In this way, your company will be able to link WhatsApp with Teamleader , using the Callbell API .

WhatsApp <--> Teamleader

What is Teamleader?

Teamleader is an entirely online platform that takes care of collecting data, actions and purchase steps of all customers and potential customers in one place. Thanks to it, you will be able to create budgets professionally in seconds, by keeping track of all sales opportunities.

This tool gives you the opportunity to transform budgets into profitable projects, always keeping an eye on the productivity, profit margin and all the working hours of your agents.

The tool features a mobile app and is available to all types of users and businesses, with easy access to the cloud from anywhere with just an internet connection, specialized support and exceptionally low cost.

WhatsApp <--> Teamleader

What is Callbell?

Callbell is a SaaS platform designed to improve and facilitate communication through messaging apps for companies.

It is a collaborative chat tool, meaning that communication with customers is collaborative between the agents of your company, to which companies can link their Facebook page , a WhatsApp account through the WhatsApp Business API, Instagram business and Telegram, to centralize support channels and provide a better experience to the end customer, all in a single centralized solution.

How to integrate WhatsApp to Teamleader – Main method

Follow these simple steps:

1) Create a Callbell account and integrate WhatsApp

2) Create an account in Teamleader.

After following these steps, you will be able to connect your WhatsApp Business account with Teamleader easily thanks to the Callbell API documentation . You will be able to customize it according to your specific needs and start getting the most out of this integration.

Linking WhatsApp with Teamleader is an attractive option for many companies, and one of the most popular features is contact management and synchronization. These actions are fully possible thanks to the section of the Callbell API documentation dedicated to contacts.

With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the Teamleader contacts section.

WhatsApp <--> Teamleader

How to integrate WhatsApp to Teamleader with Zapier – Alternative method

Zapier is an online platform that allows users to automate tasks and workflows by integrating different applications and web services. With Zapier, you can connect apps that normally wouldn’t be connected, saving you time and automating repetitive tasks.

In addition, Zapier also allows you to create “zaps”, which are automated sequences of actions that are triggered when a certain condition is met.

If your IT team can’t do the job of integrating these two platforms, or you want to save time implementing it, you can use the official Callbell integration in Zapier to connect WhatsApp with Teamleader . One of the strongest advantages in using Zapier is the ease and speed of integration.

Connect WhatsApp to Teamleader
With the Callbell – Teamleader integration through Zapier , companies can automatically create new contacts in Pipefy by leveraging Callbell’s Webhooks and also update existing contact information in Teamleader based on customer interactions through Callbell.

This allows companies to have a better, comprehensive and modernized view of customer interactions and better understand their needs and preferences.

To achieve this, you will have to:

1) Create a Callbell account and integrate WhatsApp

2) Create a Teamleader account

3) Create a Zapier account

Once you carry out these steps, you will only have to link Callbell and Teamleader with Zapier and program the necessary “ zaps ” for the operations you want.

Frequent Questions
What is Teamleader?
Teamleader is a customer relationship management (CRM) and project management software designed for small and medium-sized businesses. It offers a wide range of features, including contact management, sales tracking, project management, and billing.

In addition, Teamleader also includes integrations with other business tools, such as email, calendar, and billing, enabling more efficient and effective management of business processes.

In short, Teamleader is a comprehensive solution that helps companies improve their productivity and manage their customer relationships more efficiently.

What is Zapier?
Zapier is an online platform that allows users to automate tasks and workflows by integrating different applications and web services. With Zapier, you can connect apps that normally wouldn’t be connected, saving you time, and automating repetitive tasks.

In addition, Zapier also allows you to create zaps, which are automated sequences of actions that are triggered when a certain condition is met.

964aef37cbd523c1a8d2250157bf3829?s=100&d=mm&r=g - How to connect WhatsApp to Teamleader | Callbell
Alan Trovò

About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct