Use OAuth 2.0 with scoped access. Read-only scopes cover contact details, notes, and appointments; write scopes enable creating and updating records.
Teamleader Focus authenticates via OAuth 2.0 and API keys. Ensure the app has permissions to access contact data and perform write operations where needed.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, contacts.write, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags
Trigger: New or updated contact in Teamleader Focus.
Actions: Retrieve contact details and tasks from the API and push updates into Teamleader Focus; create or adjust associated tasks as needed.
GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, name, email, phone, status, taskIds
Trigger: Note added or appointment scheduled for a contact in Teamleader Focus.
Actions: Pull notes and appointments from Contacts API and attach to the contact in Teamleader Focus; flag upcoming appointments.
GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
contactId, noteId, noteContent, appointmentId, dateTime
Trigger: New or updated contact in Teamleader Focus.
Actions: Create or update contacts via POST /contacts/ and PUT /contacts/:contactId; manage tasks with POST/PUT.
POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks
contactId, name, email, phone, businessId, tagIds, taskList
Automate data syncing without writing code, using pre-built triggers and actions.
Improve data accuracy and consistency across your CRM with real-time updates.
Speed up workflows and reduce manual data entry by centralizing contact data management.
A concise glossary of terms used in this integration, including API, endpoints, triggers, actions, and field mappings.
Application Programming Interface – a set of rules that lets two apps talk and share data.
A specific URL path used to perform an operation against an API.
The standard authorization framework that grants access to resources without sharing passwords.
A callback URL that receives real-time data changes from an API.
Automatically create Teamleader Focus contacts when new leads enter your funnel, with initial tasks and notes pre-attached.
Generate tasks in Teamleader Focus based on notes from the Contacts API and upcoming appointments.
Sync all contact data into a single timeline in Teamleader Focus for easy context during calls.
Register your app and obtain OAuth credentials for secure access.
Select endpoints and map fields to Teamleader Focus contacts.
Run tests, review logs, and start syncing data between systems.
The Contacts API is a RESTful interface that lets you read and write contact data from Teamleader Focus. It exposes endpoints for contacts, notes, tasks, and appointments so you can build automated workflows. By design, you choose read or write scopes to control what the integration can do. This allows you to tailor access to your team’s needs while keeping data secure.
You can sync core contact fields such as name, email, phone, company, and custom fields. You can also bring in related records like tasks, notes, and upcoming appointments. Field mappings help align data between Teamleader Focus and Contacts API, so the right information appears in the right place.
Yes. Data is transmitted over HTTPS with OAuth 2.0 tokens. Permissions can be limited to read-only where appropriate. Regular token rotation and audit logs help maintain security.
No deep coding is required. The setup uses pre-built triggers, actions, and field mappings in a no-code/low-code interface. You may need basic configuration to map fields and endpoints, but no custom development is required.
Absolutely. You can map fields between the Contacts API and Teamleader Focus, including custom fields. Use the field mapping UI to align data types and ensure data flows correctly.
Read-only endpoints include getting contact details, notes, and appointments. Writable endpoints cover creating and updating contacts, tasks, and notes. Always verify scopes in your OAuth configuration.
If sync fails, check OAuth tokens, endpoint permissions, and field mappings. Review system logs for errors, verify internet connectivity, and retry integration steps. You can also contact support for guided troubleshooting.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
