Teamleader Focus plugin for Craft CMS 5.x

The Teamleader plugin is a powerful tool for integrating Craft CMS with Teamleader Focus, allowing seamless synchronization of contacts, companies, and deals directly from Formie forms.

Requirements

This plugin requires Craft CMS 5.0.0 or later.

Teamleader Plugin for Craft CMS 5.x

Seamlessly integrate Teamleader Focus with Craft CMS and Formie forms to manage contacts, companies, and deals efficiently.

Installation

Standard Craft CMS Installation

1. Open your terminal and navigate to your Craft project:

   cd /path/to/project

2. Install the plugin via Composer:

   composer require craftpulse/craft-teamleader-focus

3. Install the plugin:

   craft plugin/install teamleader-focus

   Alternatively, activate it via Settings → Plugins in the Craft Control Panel.

Installing on DDEV

1. Install the Teamleader plugin:

   ddev composer require craftpulse/craft-teamleader-focus

2. Install the plugin in Craft CMS:

   ddev craft plugin/install teamleader-focus

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Connecting to Teamleader Focus

1. In Craft CMS, go to Settings → Formie → Integrations.
2. Locate Teamleader Focus and click Connect.
3. Authenticate with your Teamleader API credentials.
4. Once connected, you can map Formie fields to Teamleader fields.

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Using Teamleader in Formie Forms

1. Open any Formie form.
2. Navigate to Integrations → CRM → Teamleader Focus.
3. Configure your field mappings.
4. Save the form.

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Mapping Form Fields to Teamleader Focus

Mapping Options in Form Settings

When configuring Teamleader integration in a Formie form, you will see the following options in the Form Settings → Integrations → CRM → Teamleader Focus section:

• Map to Contacts – Enables mapping of Formie fields to Teamleader contacts.
• Map to Companies – Enables mapping of Formie fields to Teamleader companies.
• Map to Deals – Enables mapping of Formie fields to Teamleader deals.
• Link user to company – Ensures contacts are linked to a company in Teamleader when enabled.

Important Mapping Notes

⚠️ Name Field Configuration: Formie’s Name field should be configured as separate fields (Suffix, First Name, Last Name) to ensure proper mapping to Teamleader.

⚠️ Address Mapping Requirement: Teamleader requires a full address (addressLine1, postal_code, city, country). If any of these fields are missing, the address data will NOT appear in Teamleader.

Contact Fields

Handle	Name	Type	Required
salutation	Salutation	String	No
first_name	First Name	String	No
last_name	Last Name	String	Yes
email	Email address	String	Yes
mobile_phone	Mobile number	String	No
phone	Phone number	String	No
addressLine1	Address	String	No
postal_code	Postal Code	String	No
city	City	String	No
country	Country	String	No
language	Language	String	No
marketing_mails_consent	Marketing Mails Consent	Boolean	No

Company Fields

Handle	Name	Type	Required
company_name	Company Name	String	Yes
email	Email address	String	Yes
addressLine1	Address	String	No
postal_code	Postal Code	String	No
city	City	String	No
country	Country	String	No
mobile_phone	Mobile number	String	No
phone	Phone number	String	No
vat_number	VAT Number	String	No
national_identification_number	National Identification Number	String	No
website	Website	String	No
language	Language	String	No
marketing_mails_consent	Marketing Mails Consent	Boolean	No

Deal Fields

Custom Fields Only: The Teamleader integration only supports custom fields for Deals, which are dynamically fetched from your Teamleader configuration.

Deal Title: This must be configured in the Form Settings under 'Map to Deals' and is required to create a deal in Teamleader. as it is required for identifying the deal in Teamleader.

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Syncing Data with Teamleader Focus

• When a user submits a Formie form, Teamleader Focus will create contacts, companies, or deals based on the mapped fields.
• You can verify the data in your Teamleader account.

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Troubleshooting

• Authentication Issues: Ensure your API credentials are correct.
• Data Not Syncing: Double-check your field mappings in Formie.

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