Integrate Teamleader CRM with Stackby Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Teamleader CRM with Stackby using Pabbly Connect. This tutorial covers the exact steps to automate adding contacts seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Teamleader CRM with Stackby, you will first need to access Pabbly Connect. Start by navigating to the Pabbly website and signing up for a free account if you are a new user. Existing users can simply log in to their accounts.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the plus sign to begin creating your integration workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Add Contacts from Teamleader CRM to Stackby’. This is where Pabbly Connect will facilitate the integration between your CRM and Stackby.

• Click on the ‘Create Workflow’ button.
• Enter the workflow name and click ‘Create’.

After creating the workflow, you will see a trigger window and an action window. The trigger will be Teamleader, and the action will be Stackby. This setup allows Pabbly Connect to automate the process of adding new contacts from Teamleader to Stackby.

3. Setting Up the Trigger with Teamleader CRM

To set up the trigger, select Teamleader as the application and choose the ‘New Contact’ event as the trigger. Click on ‘Connect’ and then ‘Add Connection’ to authenticate your Teamleader account with Pabbly Connect.

Once authenticated, click on ‘Save and Send Test Request’. This action will wait for a response from Teamleader. You will need to create a new contact in Teamleader to test this integration. Go to your Teamleader account, add a new contact, and ensure that the details are saved.

4. Finding the Contact in Teamleader

After saving the new contact in Teamleader, return to Pabbly Connect and view the response. This response contains the contact’s details, but you need to find the specific contact by setting up another action step.

• Select Teamleader again as the application.
• Choose the ‘Find Contact’ action event.
• Map the Subject ID from the trigger response.

Click on ‘Save and Send Test Request’ to capture the contact details. The response should include the first name, last name, email, and phone number of the newly added contact.

5. Adding Contact Details to Stackby

Now that you have retrieved the contact details, it’s time to integrate Stackby with Pabbly Connect. Click on the plus sign to add an action step and select Stackby as the application. Choose ‘Create a Row’ as the action event.

Authenticate your Stackby account by entering the API key found in your Stackby account settings. Once connected, select the workspace and stack where you want to add the contact details. Map the fields for first name, last name, email, and phone number using the data retrieved from Teamleader.

Conclusion

In this tutorial, you have learned how to use Pabbly Connect to automate the integration of contacts from Teamleader CRM to Stackby. By following these steps, you can ensure that new contacts are added seamlessly to your Stackby workspace, enhancing your workflow efficiency.

Pabbly Connect provides a powerful platform for integrating various applications, streamlining your business operations effectively.