What the integration does for you: when a team admin connects the Teamleader Focus 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 Focus account. Optionally, the same could be done for companies and/or deals. 


The Teamleader Focus integration is available for all users. 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 Focus account


4. Fill in your Teamleader Focus 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 Focus, will automatically result in a new contact in your Teamleader Focus account. Also, all meeting details will be added to this contact.


When a new contact answers a custom question with the type 'Company name', a new company will be created in Teamleader Focus.


Optionally, you can choose to create a new deal and to send the calendar events to your calendar in Teamleader Focus.



"Create a new deal if no matching contact is found".

When you check this option a new deal will be created for each new contact. No further settings are necessary.


Create a calendar event through Teamleader Focus

When the checkbox "Create a calendar event through Teamleader" is enabled, a calendar event is created in Teamleader Focus and written through to the online calendar that is configured in Teamleader Focus.


Make sure to connect the same calendar in your Vectera scheduling configuration as in your Teamleader Focus Marketplace for an optimal scheduling experience.


Booked Vectera appointment in Teamleader and Google calendar


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!


Permissions in Teamleader Focus

When connecting the integration and activating one or multiple optional settings (step 5) you will have to make sure that the relevant team members have all the permissions in Teamleader Focus. 

We recommend to activate the following modules to have optimal usage of the integration:

  • Contacts (Required!)
  • Companies
  • Deals & quotations
  • Calendar


When the Contacts module is not activated in Teamleader Focus, the integration will not work and a warning will be displayed.

Eg. If you have permission to see the 'Contacts' and 'Companies' module, but can't see the 'Deals and Quotations' you will see a message in Vectera to update the Teamleader Focus permissions.

 

You can easily update the permissions of your team members in Teamleader Focus by going to Settings -> HR -> Actions -> Edit.

 


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!