--- title: Teamleader API Integration on Truto slug: teamleader category: CRM canonical: "https://truto.one/integrations/detail/teamleader/" --- # Teamleader API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Engagement Types** — The engagement types represent an interaction activity in a CRM. - **Engagements** — The engagements represent an interaction noted in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Projects** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. ### Unified User Directory API - **Users** — The User object represents a User. ## How it works 1. **Link your customer's Teamleader account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Teamleader.** The Proxy API is a 1-to-1 mapping of the Teamleader API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Log calls and meetings from your VoIP or scheduling tool into Teamleader** — Cloud telephony and meeting-scheduling SaaS companies can push engagement records directly into Teamleader's customer timeline, giving sales reps a complete interaction history without switching tools. This keeps Teamleader as the single source of truth for every customer touchpoint. - **Trigger onboarding workflows when deals close in Teamleader** — Client onboarding and customer portal platforms can monitor Teamleader opportunity stages and automatically provision workspaces or kick off implementation projects the moment a deal moves to closed-won, eliminating manual handoffs between sales and delivery teams. - **Auto-fill proposals and contracts with live Teamleader CRM data** — Proposal, CPQ, and e-signature SaaS products can pull account, contact, and opportunity data from Teamleader to generate accurate documents instantly, then write deal-stage updates back when contracts are signed — keeping the pipeline current without manual intervention. - **Surface CRM context inside support and ticketing tools** — Customer support platforms can enrich tickets with live Teamleader data — showing the agent the customer's open opportunities, recent engagements, and account details — so support interactions are informed by the full commercial relationship. - **Sync Teamleader contacts and accounts into marketing automation platforms** — Marketing SaaS companies can read contacts and accounts from Teamleader to build targeted segments, then write new inbound leads back as contacts or accounts, creating a closed-loop between lead generation and sales follow-up. ## What you can build - **Caller ID screen-pop with deal context** — Query Teamleader contacts and accounts on inbound calls to display the caller's name, company, and active opportunities before the agent picks up. - **Automated deal-stage webhooks for provisioning** — Monitor opportunity stage changes in Teamleader and trigger downstream workflows — like spinning up a client portal or sending a welcome email — when a deal hits a specific stage. - **Two-way contact and account sync** — Keep your product's customer database in lockstep with Teamleader by reading and writing accounts and contacts through the Unified CRM API. - **Engagement timeline writer** — Push calls, emails, meetings, and notes logged in your product directly onto the Teamleader contact timeline so sales reps never lose context. - **Pipeline and revenue dashboard** — Read opportunities, pipelines, and stages from Teamleader to power real-time revenue forecasting and deal-health dashboards inside your own product. - **Task assignment from external tools** — Create and assign tasks to specific Teamleader users from your project management or ticketing tool, keeping delivery work aligned with the CRM record. ## FAQs ### Which Truto Unified APIs cover Teamleader? Teamleader is supported through the Unified CRM API (Accounts, Contacts, Engagement Types, Engagements, Opportunities, Pipelines, Projects, Stages, Tasks, Users) and the Unified User Directory API (Users). Specific tools are built on request — contact Truto to discuss your requirements. ### How does authentication work for Teamleader integrations? Teamleader uses OAuth 2.0 for third-party integrations. Truto handles the full OAuth flow — token exchange, storage, and automatic refresh — so your end users simply authorize the connection and you never manage tokens directly. ### Does Truto handle Teamleader's API rate limits and pagination? Yes. Truto abstracts away rate-limit handling and cursor-based pagination so you can request large datasets without writing retry logic or page-management code yourself. ### Can I access both Teamleader Focus and Teamleader Orbit through Truto? Teamleader Focus and Orbit have separate APIs. The current Unified API mapping targets Teamleader Focus, which is the most common product among SMEs. If you need Orbit support, reach out to Truto — integrations are built on request. ### What if I need a Teamleader endpoint that isn't covered by the Unified API resources? Truto builds tools on request. If you need access to Teamleader-specific data — such as invoices, time tracking, or custom modules — that falls outside the current Unified CRM or User Directory models, the Truto team can extend coverage for your use case. ### Does the integration support custom fields on Teamleader objects? Truto's Unified CRM API is designed to pass through custom fields where the underlying provider supports them. Teamleader allows custom fields on contacts, companies, and deals, and these can be accessed through Truto. Confirm specific field-level support with the Truto team during setup.