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Teamleader

Teamleader is a Belgian CRM, project management, and invoicing platform. Monitr has two separate integrations with Teamleader:

  1. Teamleader CRM — pulls deal and pipeline data for CRM revenue forecasting
  2. Teamleader Subscriptions — pulls subscription/recurring billing data

Connecting Teamleader​

  1. Go to Integrations.
  2. Select the CRM tab for Teamleader CRM, or the Subscription tab for Teamleader Subscriptions.
  3. Find the Teamleader card and click Add.
  4. Click Connect.
  5. You will be redirected to Teamleader's OAuth page. Authorise Monitr to access your Teamleader data.

Teamleader CRM​

Imports:

  • Deals from the Teamleader pipeline
  • Deal stage, value, probability, and close date

This data is used in the CRM Revenue budget module for pipeline-based revenue forecasting.

Teamleader Subscriptions​

Imports:

  • Recurring subscription contracts
  • MRR / ARR data from Teamleader's subscription module

This data is used in the Recurring Revenue budget module as an alternative to Stripe for companies that manage subscriptions through Teamleader.

Managing the integrations​

Once connected, each Teamleader integration card shows its status. Click the Settings (gear) icon in the integration card title area.

Click the Settings (gear) icon to remove the connection or delete the integration from Monitr.

Notes​

  • Both integrations require separate OAuth connections — connect them individually in Integrations.
  • The user connecting the integration needs at least read access to deals and subscriptions in Teamleader.