Gravity Forms
+ Teamleader

CONNECT TEAMLEADER WITH GRAVITY FORMS

The Teamleader Add-On for Gravity Forms lets you extend Gravity Forms with custom integrations whenever a form is submitted on your WordPress site.

Form submission data is automatically sent to Teamleader through their API. Configure your integration once and let it run automatically on every submission.

Modern sales and service businesses require rapid lead response times and structured CRM pipelines. The Gravity Forms Teamleader Integration Add-on connects your WordPress forms directly to Teamleader Focus, turning incoming website leads into actionable CRM records without manual intervention.

Eliminate Webhook Subscription Costs and Data Latency

Third-party integration services charge monthly per-task fees and introduce webhook delays that slow down your speed-to-lead. Our native add-on communicates directly with Teamleader Focus API endpoints, ensuring instantaneous record creation, encrypted client data transfer, and zero recurring middleware taxes.

Structured Lead Progression: Contacts, Companies & Deals

Teamleader organizes business relationships across Contacts, Companies, and Deals. The add-on respects this structure by automatically linking the submitter contact to their company profile and creating an associated Deal in the designated sales pipeline—ensuring your account executives have immediate context for every inquiry.

File Upload Synchronization & Task Automation

Prospective clients frequently submit RFPs, project requirements, or technical briefs through form uploads. The add-on automatically transfers these attachments into the newly created Teamleader deal, while scheduling a follow-up task on the assigned salesperson calendar for immediate outreach.

How does it work?

1. Secure API Authentication: Connects securely to the Teamleader Focus REST API using your API credentials.
2. Client Contact & Company Provisioning: Inspects submissions to create or link customer Contact and Company profiles in Teamleader.
3. Deal & Pipeline Generation: Automatically spins up a Deal in your designated pipeline stage with estimated budget values.
4. Attachment & Task Synchronization: Uploads attached documents directly to the CRM file repository and assigns follow-up tasks to sales reps.
5. Entry Audit Logging: Records Teamleader entity IDs and direct dashboard links in Gravity Forms entry notes for full accountability.