Teamleader

Tags
CRM
ERP & Invoicing
Tags
CRM
ERP & Invoicing

Why connect Teamleader with Ziggu?

Teamleader is great for sales. But what happens after the deal is signed?

That’s where Ziggu comes in. Ziggu takes over where Teamleader stops - handling all the messy communication, file sharing, decisions, and follow-up that custom projects demand.

By connecting both tools, you can automatically create Ziggu projects from Teamleader deals, with all the right people and information in place.
No more retyping. No more digging for documents. Just a clean handoff and a professional experience for your clients.

Close the deal in Teamleader, launch the project in Ziggu - seamlessly.

Main benefits of the integration

  • No more manual data entry
    Sync contacts and deals automatically from Teamleader to Ziggu.
  • Start new projects faster
    When a deal hits a specific stage (e.g. “Approved”), Ziggu creates a project and links the right customers to it - ready to go.
  • Less overhead, fewer mistakes
    Say goodbye to retyping information or missing key context between teams.
  • Extend your flow with quotes and invoices
    Use our custom integration to sync quotations and invoices to Ziggu’s Decisions and Installments features.

How it works

We offer two types of integration:

Standard integration

Includes:

  • Contacts → synced 1-way from Teamleader to Ziggu
  • Deals → become Ziggu Projects (only when they reach a predefined stage, like “Approved”)
  • Linked contacts → automatically attached to the correct project in Ziggu

Custom integration

Additional capabilities:

  • Quotations from Teamleader → synced to Ziggu’s Decisions module
  • Invoices from Teamleader → synced to Ziggu’s Installments module

Everything you need to make every project a success

Documents
  • Store all project files, plans, specs and contracts, in one clear place.
  • Notify clients when new documents are uploaded.
  • Track views to see who accessed each document.
  • Clients always find the latest version, no confusion.
Conversations
  • Keep messages with clients, partners and your team in one place.
  • Assign conversations to teammates for faster responses.
  • Use internal notes to align with your team behind the scenes.
  • One central inbox, no scattered chats or missed replies.
Decisions & approvals
  • Upload multiple proposals for clients to compare and approve.
  • Let clients choose directly in the portal, fast and simple.
  • Track every decision to avoid disputes or miscommunication.
  • Use reminders to nudge clients and keep projects moving.
Milestones
  • Build clear timelines with key phases and deliverable deadlines.
  • Keep all stakeholders informed without endless status emails.
  • Track progress across projects or clients at a glance.
  • Organize content by milestone for quick access.
Workflows & automations
  • Build a project timeline once and reuse it for every project.
  • Link tasks, messages, decisions and documents to milestones.
  • Notify the right people automatically, at the right time.
  • Launch steps and share content automatically, per phase.
Reports
  • Log issues with photos, notes and details in one place.
  • Assign each issue an owner and a deadline.
  • Let clients submit support requests directly in the portal.
  • Get client sign-off that an issue is resolved.
Client updates
  • Post project news clients can scroll through.
  • Give clients a clear milestone timeline to follow.
  • Share a real-time budget overview, anytime.
  • Keep clients informed without the update emails.
Forms
  • Build multi-question forms to collect client input.
  • Send them at the right moment, with reminders.
  • Run intake forms so projects start with everything you need.
  • Track satisfaction and NPS across every project.

We understand the challenges
you face every day

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Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

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