What we've built
For Ardosolar, a configurator creates every quote straight in Teamleader. The integration signs in through OAuth and refreshes its own tokens, syncs the product catalogue with custom fields and units, and finds or creates the customer.
It then opens a deal under the right department and builds the quote with grouped lines, mapping that department's VAT rates automatically. Finally it merges our own savings PDF with Teamleader's quote PDF and uploads the result. Leads from GridIQ arrive as a company with a note and a deal.
What you can automate
- Quotes from your own calculator, configurator or web form.
- Keeping Teamleader's product catalogue in sync with your own system.
- Bringing in leads from outside sources as company, contact and deal.
- Generating documents and attaching them to the right quote or deal.
- Splitting deals across departments or partners, and copying them to a main account.
Teamleader and Odoo side by side
In Ardosolar's tool, each partner company decides whether its deals go to Teamleader or to Odoo. Behind the scenes both integrations share one interface, so switching CRM later doesn't mean rebuilding the rest of the software.
How we approach it
We start from the process, not the API: who does what, where the data starts and where it has to end up. Then we build the integration with tests at every step, run it against a separate Teamleader environment and only then put it in production. Errors land in our monitoring, not in your sales team's inbox.