What the integration does for you: when a team admin connects the Teamleader account to the Vectera account, all new guests that schedule a meeting, via a team member's personal booking page in Vectera, will automatically result in new contacts on your Teamleader account. Optionally, the same could be done for companies and/or deals.
Before you start integrating, note that you need the "Business plan" in order to benefit from this feature. Integrations are on the organization level, meaning that every team member will be connected to the connected integration.
Connect both of your accounts
1. Go to the "Integrations" tab that you can find on your Vectera account below settings, or simply click this link: vectera.com/integrations/
2. Now you can see the available integrations, click Teamleader
3. Click "Authenticate" to verify your Teamleader account
4. Fill in your Teamleader login data in the pop-up window
5. if your screen looks similar to the picture below, your accounts are connected!
All new customers who schedule an appointment, but cannot be linked to a contact in Teamleader, will automatically result in a new contact on your Teamleader account. Also, all meeting details will be added to this contact.
Optionally, you can choose to create a new company and/or deal and to send the calendar events to your calendar in Teamleader.
"Create a new company if no matching company is found".
The first option is similar to what happens for contacts but based on the company that's filled in by your lead on your booking page.
Note: If you choose to activate this option, it is important to make sure your appointment types are adjusted accordingly. As soon as you create an appointment type in the "Scheduling" page, you also need to create a custom question asking the name of the company when an appointment is made.
To do this you go to custom questions.
Next, you ask the question the customer will see, in our case: "what is the name of your company?". Please note that the box below required must be ticked and the type must be "company name". Now hit Save.
If you don't do this, your customers will not be able to fill in the company name and it will become impossible for Teamleader to match companies.
"Create a new deal if no matching contact is found".
The second option goes even further because here a new deal will be created for each new contact. No further settings are necessary.
Create a calendar event through Teamleader
When the checkbox "Create a calendar event through Teamleader" is enabled, a calendar event is created in Teamleader and written through to the online calendar that is configured in Teamleader.
Make sure to connect the same calendar in your Vectera scheduling configuration as in your Teamleader Marketplace for an optimal scheduling experience.
Note: The booking in the above image is a booking in test accounts for testing purposes only.
6. You are now ready for a smoother CRM flow! Good luck!
If you have any other questions or if you need any help, don't hesitate to get in touch at firstname.lastname@example.org.
Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!