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1. Overview & System Requirements

The Gravity Forms Teamleader Integration Add-on connects your WordPress lead capture forms directly to Teamleader Focus—the leading all-in-one CRM, project management, and invoicing software built for European agencies, consultancies, and commercial SMEs. Manually entering client inquiries and RFPs from web forms into Teamleader takes valuable time and leads to delayed sales follow-ups.

With this integration, every form submission on your website automatically creates or updates Contact profiles, establishes Company associations, registers VAT/tax numbers, and initiates commercial Deals directly inside your Teamleader sales pipeline. Operating over the official Teamleader Focus API v2, data flows securely in real time with zero intermediate middleware fees, giving your sales reps instant visibility into new customer inquiries.

2. Authentication & Teamleader API v2 Configuration

The integration communicates with the official Teamleader Focus REST API v2 using OAuth 2.0 or secure Bearer authentication:

Obtaining Your Teamleader API Credentials

1. Log in to your Teamleader Focus account at focus.teamleader.eu.
2. Navigate to Integrations / Marketplace or visit marketplace.teamleader.eu.
3. Click Build to register a new private custom integration (or generate a personal API access token).
4. Ensure permissions are granted for contacts, companies, and deals.
5. Copy your API Token or OAuth Client ID and Secret to your clipboard.

Connecting in WordPress Dashboard

1. In WordPress, navigate to Forms → Settings → Teamleader.
2. Paste your API Token into the designated credential field.
3. Click Test Connection. The system performs an authenticated ping to the Teamleader API (/users.me) to verify permissions. A green success message will confirm validation.
4. Click Save Settings.

3. Feed Configuration & Field Mapping

Feeds allow you to configure custom contact creation, company linking, and deal staging for each form:

Contact & Company Field Mapping

• Contact Attributes: Map First Name, Last Name, Work Email, and Telephone Number. Teamleader matches existing contacts by email to avoid duplicates.
• Company Attributes: Map Company Name, Business Website, and European VAT/Tax ID. The add-on associates the submitted contact with the matching company account.
• Address Information: Map Street Address, Postal Code, City, and Country code into the primary billing address block.

Deal Pipeline & Opportunity Mapping

In addition to creating contacts, the add-on can spawn commercial deals in Teamleader:

• Deal Title & Estimated Value: Map the project scope or inquiry subject as the deal title and map budget dropdowns to the deal monetary value.
• Pipeline Phase: Select the default starting phase in your sales pipeline (e.g. New Lead, Discovery Call, Proposal Sent).
• Conditional Logic: Filter submissions so that only quote requests trigger deal creation, while simple contact inquiries generate contact records only.

4. Advanced Workflows & Commercial Pipeline Automation

Connecting Gravity Forms to Teamleader Focus drives commercial agility for agencies and consultancies:

• Automated Quotation Acceleration: Web inquiry leads arrive in Teamleader with full company details and budget specs, allowing account executives to generate and send branded quotations in minutes.
• Automated VAT Validation: European corporate clients submitting VAT numbers are verified and formatted correctly in Teamleader, ensuring invoice readiness.
• Sales Responsibility Assignment: Feeds can assign incoming deals to specific sales representatives based on project category or geographical region.
• Entry Notes Audit Trail: Each entry stores the returned Teamleader Contact ID and Deal ID in the Gravity Forms Entry Notes sidebar for complete operational transparency.

5. Troubleshooting & Diagnostic Error Matrix

When contact synchronization or deal creation encounters issues, consult the following diagnostic matrix:

6. Developer Extensibility & Filter Hooks

Developers can programmatically modify deal payloads or execute custom actions upon successful synchronization:

/**
 * Filter: gform_teamleader_deal_payload
 * Purpose: Dynamically customize deal attributes before transmission to Teamleader API v2.
 * 
 * @param array $payload The formatted API request body destined for /deals.create.
 * @param array $feed    The Gravity Forms Teamleader feed settings.
 * @param array $entry   The submitted Gravity Forms entry object.
 * @param array $form    The active form object.
 * @return array Modified deal payload.
 */
add_filter( 'gform_teamleader_deal_payload', function( $payload, $feed, $entry, $form ) {
    // Append submission source tag to deal title
    $payload['title'] = '[Web Lead] ' . $payload['title'];

    // Set default currency code to EUR for European operations
    $payload['estimated_value']['currency'] = 'EUR';

    return $payload;
}, 10, 4 );

/**
 * Action: gform_teamleader_post_deal_create
 * Purpose: Record returned Teamleader Deal ID into entry metadata.
 * 
 * @param string $deal_id The created Teamleader Deal ID.
 * @param array  $entry   The active Gravity Forms entry.
 * @param array  $form    The form object.
 */
add_action( 'gform_teamleader_post_deal_create', function( $deal_id, $entry, $form ) {
    if ( ! empty( $deal_id ) ) {
        gform_update_meta( $entry['id'], '_teamleader_deal_id', sanitize_text_field( $deal_id ) );
        GFFormsModel::add_note( $entry['id'], 0, 'Teamleader', 'Deal created in Teamleader Focus. ID: ' . $deal_id );
    }
}, 10, 3 );

7. Frequently Asked Questions