Development of a real-time integration that automatically synchronizes quotations from Exact Online to Teamleader as deals, so sales and accounting work with the same, up-to-date data.
Project Overview
An Antwerp player in the maritime sector, specialized in cargo lashing systems, manages sales and commercial follow-up in Teamleader, while quotations and invoicing take place in Exact Online. Without integration between both systems, there was no overview of the sales pipeline and data had to be manually transferred, with the risk of duplicate work and errors.
Solution
Development of a one-way integration from Exact Online to Teamleader
Real-time synchronization via webhooks from Exact, with processing time of a few minutes
Complete mapping of quotations to deals: customer data, quotation lines, amounts, status and responsible party
Automatic creation and updating of deals in Teamleader based on changes in Exact
Error handling and logging for transparent tracking of the synchronization
Integration designed to scale with growing quotation volume
Results
The integration provides a current and complete view of the sales pipeline in Teamleader, without the commercial team having to manually transfer data. Sales and accounting now work with the same, synchronized data, which increases efficiency and significantly reduces the chance of errors.
