Overview
Connect Teamleader to Octanist so your ad platforms learn which campaigns bring in deals, not just form fills. As deals move through phases in Teamleader, the matching leads in Octanist update and the results go back to your ad platforms as offline conversions.
Teamleader Focus moves deals through phases and keeps quotations and invoices next to them. Octanist follows your deal phases, so leads qualify and close as your team moves deals forward.
How it works
You sign in with Teamleader and choose the pipeline to follow. Then you map phases to qualified, won and lost. Octanist checks Teamleader for changes about once an hour and matches each record to the lead it came from by email address or phone number.
Close the sales-marketing loop
Your sales team already keeps Teamleader up to date. Octanist turns that work into the signal your ad platforms need to bid on the leads that become customers.
Use cases
Stage mapping
Choose which phases count as qualified, won or lost. Other stages leave the lead alone.
Deal value
The amount on a won record becomes the conversion value, so bidding can optimize for revenue.
Offline conversions
Qualified and won leads go to Google Ads, Meta Ads and the other ad platforms you connected.
No webhooks to set up
Connect by signing in to Teamleader. There are no automations to build or URLs to paste.
Getting started
Open Integrations in Octanist and choose Teamleader. Tell us which actions in Teamleader mean qualified, won or lost, and our team sets up the connection with you.
