A real-time integration that syncs quotations from Exact Online into Teamleader as deals, so sales and accounting work from the same, current data.
Project overview
An Antwerp company in the maritime sector, specialised in cargo lashing systems, runs sales and commercial follow-up in Teamleader while quotations and invoicing live in Exact Online. With no link between the two systems, the sales pipeline gave no real overview and data had to be moved across by hand, with duplicated work and mistakes as the result.
Solution
- A one-way integration from Exact Online into Teamleader
- Real-time synchronisation through webhooks from Exact, with a few minutes of processing time
- Full mapping of quotations onto deals: customer details, quotation lines, amounts, status and owner
- Deals created and updated in Teamleader automatically as things change in Exact
- Error handling and logging, so the sync can be followed transparently
- Integration designed to scale with a growing volume of quotations
Results
The integration keeps the sales pipeline in Teamleader current and complete, without the commercial team copying data across by hand. Sales and accounting now work from the same synchronised figures, which raises efficiency and cuts the chance of errors considerably.
