Knowledge base: Teamleader integration

Knowledge base » Teamleader

Welcome to the Samson IT Xelion information page about the Teamleader integration!

 

How does the integration work?

  1. Automatically adds and updates contacts and companies in the Xelion address book
  2. Allows you to make calls from your Xelion address book
  3. Start a conversation directly from Teamleader using the Xelion softphone
  4. Automatically opens Teamleader customer card with an incoming call using the Xelion softphone

What do you need?

  1. Teamleader account
  2. Xelion VoIP telephone solution
  3. SmartXPS Xelion services account

What steps do you have to do to activate the integration?

  1. Log in to your Teamleader account.
  2. Go to marketplace.
  3. Choose “Xelion link”.
  4. Choose “Add” -> you will be taken to the Teamleader management page.
  5. Allow Samson IT to retrieve information from your Teamleader system.
  6. Log in at https://apps.smartxps.com with your Samson IT Xelion services account or create a free trial account.
  7. After confirming your account you will be taken to the Xelion services configuration page.
  8. Enter your Xelion account with which we can talk to your Xelion solution. We recommend creating a separate Teamleader API account with executive rights in Xelion.
  9. After saving your integration is active. From now on, every person / company that you add to Teamleader or adjust will also be added or adjusted in Xelion.

 

Activate pop-up in Xelion

  1. Login to your Xelion exchange with the administrator account.
  2. Go to “Administration” -> “Triggers”
  3. Create a new trigger in Xelion so that the company card appears automatically
    1. Type: Call connected
    2. Action: Open document
    3. Value: https://apps.smartxps.com/redirect/${remoteAddressable:x1syncid}
    4. Condition: (${callId} != “”) and (${callLog:incoming} = “1”) and (${remoteAddressable:x1syncid} != null)
    5. Active: tick.
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