Agile CRM and Teamleader Focus Integration

Agile CRM icon
Teamleader Focus icon
Agile CRM
Teamleader Focus

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Agile CRM and Teamleader Focus to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

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Learn about Agile CRM and Teamleader Focus

Detailed info you need to know about Agile CRM and Teamleader Focus integrations in WEXTL. Explore which modules apps support and how you connect them.

Agile CRM

Agile CRM icon

CRM6 searches10 actionsManage contacts, companies, and deals in Agile CRM. [5]

Teamleader Focus

Teamleader Focus icon

CRM20 triggers106 searches184 actionsAll-in-one CRM, invoicing, and project management for small businesses. [6]

How to connect Agile CRM to Teamleader Focus

Set up your Agile CRM and Teamleader Focus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Agile CRM and Teamleader Focus work in WEXTL?

WEXTL exposes actions and triggers for Agile CRM and Teamleader Focus that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Teamleader Focus triggersAgile CRM actions

Teamleader Focus modules
  • Teamleader Focus icon
    Accept a QuotationMarks a quotation as accepted.
  • Teamleader Focus icon
    Add a Closing DayAdds a company closing day.
  • Teamleader Focus icon
    Add a Deal to a ProjectLinks a deal to a project.
  • Teamleader Focus icon
    Add a Legacy Project ParticipantAdds a participant to a legacy project.
  • Teamleader Focus icon
    Add an External Party to a ProjectAdds an external party to a project.
  • Teamleader Focus icon
    Add an Internal Ticket MessageAdds an internal message to a ticket.
  • Teamleader Focus icon
    Add a Project CustomerAdds a customer to a project.
  • Teamleader Focus icon
    Add a Project Line to a GroupMoves a task or material into a project group.
  • Teamleader Focus icon
    Add a Project OwnerAdds an owner to a project.
  • Teamleader Focus icon
    Add a Quotation to a ProjectLinks a quotation to a project.
  • Teamleader Focus icon
    Add a Ticket ReplyAdds a customer-facing reply to a ticket.
  • Teamleader Focus icon
    Add a Time Tracking EntryAdds a new time tracking entry.
  • Teamleader Focus icon
    Approve an Incoming Credit NoteApproves an incoming credit note.
  • Teamleader Focus icon
    Approve an Incoming InvoiceApproves an incoming invoice.
  • Teamleader Focus icon
    Approve a ReceiptApproves a receipt.
  • Teamleader Focus icon
    Assign a ProjectAssigns a user or team to a project.
  • Teamleader Focus icon
    Assign a Project GroupAssigns a user or team to a project group.
  • Teamleader Focus icon
    Assign a Project MaterialAssigns a user or team to a project material.
  • Teamleader Focus icon
    Assign a Project TaskAssigns a user or team to a project task.
  • Teamleader Focus icon
    Book an InvoiceBooks a draft invoice.
  • Teamleader Focus icon
    Cancel a Calendar EventCancels a calendar event.
  • Teamleader Focus icon
    Close a Legacy MilestoneCloses a legacy milestone.
  • Teamleader Focus icon
    Close a Legacy ProjectCloses a legacy project.
  • Teamleader Focus icon
    Close a ProjectCloses a project.
  • Teamleader Focus icon
    Complete a CallMarks a call as completed.
  • Teamleader Focus icon
    Complete a MeetingMarks a meeting as completed.
  • Teamleader Focus icon
    Complete a TaskMarks a task as completed.
  • Teamleader Focus icon
    Copy an InvoiceCreates a new draft invoice from an existing one.
  • Teamleader Focus icon
    Create a Calendar EventCreates a new calendar event.
  • Teamleader Focus icon
    Create a CallSchedules a new call.
  • Teamleader Focus icon
    Create a CompanyCreates a new company.
  • Teamleader Focus icon
    Create a ContactCreates a new contact.
  • Teamleader Focus icon
    Create a Custom Field DefinitionCreates a new custom field definition.
  • Teamleader Focus icon
    Create a Day Off TypeCreates a new day off type.
  • Teamleader Focus icon
    Create a DealCreates a new deal.
  • Teamleader Focus icon
    Create a Deal PhaseCreates a new phase in a deal pipeline.
  • Teamleader Focus icon
    Create a Deal PipelineCreates a new deal pipeline.
  • Teamleader Focus icon
    Create a Draft InvoiceCreates a new draft invoice.
  • Teamleader Focus icon
    Create a Legacy MilestoneCreates a new milestone in a legacy project.
  • Teamleader Focus icon
    Create a Legacy ProjectCreates a new project in the legacy projects module.
  • Teamleader Focus icon
    Create a Meeting ReportCreates a report for a meeting.
  • Teamleader Focus icon
    Create an Incoming Credit NoteCreates a new incoming credit note.
  • Teamleader Focus icon
    Create an Incoming InvoiceCreates a new incoming invoice.
  • Teamleader Focus icon
    Create a NoteAdds a note to a record.
  • Teamleader Focus icon
    Create a ProductCreates a new product.
  • Teamleader Focus icon
    Create a ProjectCreates a new project.
  • Teamleader Focus icon
    Create a Project GroupCreates a new group in a project.
  • Teamleader Focus icon
    Create a Project MaterialAdds a new material to a project.
  • Teamleader Focus icon
    Create a Project TaskCreates a new task in a project.
  • Teamleader Focus icon
    Create a QuotationCreates a new quotation for a deal.
Agile CRM modules
  • Agile CRM icon
    Create CompanyCreates a new company.
  • Agile CRM icon
    Create ContactCreates a new contact.
  • Agile CRM icon
    Create DealCreates a new deal.
  • Agile CRM icon
    Delete CompanyDeletes a company.
  • Agile CRM icon
    Delete ContactDeletes a contact.
  • Agile CRM icon
    Delete DealDeletes a deal.
  • Agile CRM icon
    Get CompanyReturns a single company by ID.
  • Agile CRM icon
    Get ContactReturns a single contact by ID.
  • Agile CRM icon
    Get DealReturns a single deal by ID.
  • Agile CRM icon
    List CompaniesRetrieves a paginated list of companies.
  • Agile CRM icon
    List ContactsRetrieves a paginated list of contacts.
  • Agile CRM icon
    List DealsRetrieves a paginated list of deals.
  • Agile CRM icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Agile CRM icon
    Update CompanyPartially updates a company.
  • Agile CRM icon
    Update ContactPartially updates a contact.
  • Agile CRM icon
    Update DealPartially updates a deal.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Agile CRM and Teamleader Focus integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Agile CRM [5]

Alternative integrations to Teamleader Focus [6]

Try Agile CRM and Teamleader Focus on WEXTL®

Claim your 3-day trial to build Agile CRM with Teamleader Focus integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Agile CRM and Teamleader Focus.

References

List of sources used to gather information about the Agile CRM and Teamleader Focus integration.

  1. Agile CRM and Teamleader Focus integration source code, module specs and credentials implementation.
  2. Our Agile CRM and Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Agile CRM and Teamleader Focus — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Agile CRM integration information
  6. Teamleader Focus integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Agile CRM and Teamleader Focus, or get started