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Maileon for TeamLeader provides 2-way synchronization between Maileon and TeamLeaderThe plugin allows us to synchronise our contacts in Teamleader with Maileon.

Installation

To install the addon visit the Login Page. You should be greeted with the following screen:

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plugin visit the Teamleader Marketplace and search for Maileon.

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After that you can install the Plugin by clicking on the Add button at the Plugin page.

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Then redirects you to the plugin page .

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Clicking the Login with TeamLeader button takes you to TeamLeader authorization page.

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After the authorization procces process you should be redirected to your Integration’s Plugin Settings screen:

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You can always visit this page by going through the Login process on the login page.The final step is to enter the API key of the Maileon account you wish to integrate with. For more information about Maileon API keys please contact your Maileon distributor.

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Don’t forget to Save the configuration after you’ve statisfied with your settings.

You can always visit this page by going through the Login process on the login page.

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Configuration

Maileon Settings

Contact Settings

Maileon API Key

This is the API key you’ve supplied during installation. You can always change this key by clicking the Change API Key button and submitting a new value.

Double Opt-in Process

With this option enabled a double opt-in process will be started for each contact that is created in your TeamLeader account.

Double Opt-in Process Plus

With this option enabled the double opt-in process will result in a double opt-in plus permission instead of double opt-in. Only available if the DOI process is enabled.

Double Opt-in Mailing Key

If you want to customize the DOI mailing that will be sent from Maileon you can input the key of the mailing here. Only available if the DOI process is enabled. Do NOT leave this field empty if your Maileon account has no default DOI mailing set!

Contact Permission

If you want to just create Maileon contacts with a set permission you can select it here. Only available if the DOI process is disabled.

Webhooks

Double Opt-in Confirmation

The webhook URL to use in Maileon for Double Opt-in confirmation events.

Teamleader Contact Custom fields

Here you can select the Contact Custom fields you have created in Teamleader that you want to be transferred to Maileon. They will be created with the same name as they have in Teamleader.

Webhooks

Unsubscription

The webhook URL to use in Maileon for unsubscription events.

Maileon Webhooks Configuration

If you want Maileon to publish relevant changes to your TeamLeader contacts you should configure Maileon webhooks. You can find the Webhook URLs in the Maileon Settings section.

Unsubscription Webhook

Unsubscription events should have the following JSON information enabled:

  • external id (required)

  • msg_id (optional)

  • method (optional)

Example configuration in Maileon:

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DOI Webhook

DOI confirmation events should have the following JSON information enabled:

  • external id (required)

  • email (required)

Example configuration in Maileon:

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For more information about Maileon webhooks please contact your Maileon distributor.

Synchronized Data

The plugin currently matches the following TeamLeader properties to their equivalent contact fields in Maileon:

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Property

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Sample

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Email

creates 3 webhooks in Teamleader after installation:

  • add → Create the Teamleader Contact at Maileon

  • update → Update the Teamleader Contact at Maileon

  • delete → Unsubscribe the Teamleader Contact at Maileon

The email address is not unique in Teamleader, so the contact will be created with external_id at Maileon. The external_id will be the Teamleader Contact id.

The contacts that will be transferred from Teamleader are those where the “Opt-in marketing emails” setting is accepted.

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If you change this to not allowed for a contact, the contact will be unsubscribed in Maileon.

Synchronised Fields

Property

Field type

Sample

External id

standard

112223-12123443-2343434

Email

standard

max.mustermann@xqueue.de

First name

standard

Max

Last name

standard

Mustermann

Full name

standard

Max Mustermann

Date of Birth

standard

1980-01-12

Salutation

standard

Mr.

Gender

standard

Male

Locale

standard

en

Address

standard

Test str. 3

City

standard

Test

Country

standard

Germany

Zip

standard

1111

phone

custom

mobile

custom

website

custom

iban

custom

bic

custom

national_identification_number

custom

web_url

custom

Other custom fields from Teamleader

The unique contact fields specified in the settings are created with the following type:

Teamleader field type

Maileon field type

single_line

string

multi_line

string (max 255)

single_select

string

multi_select

string (separated -> |)

date

date

money

float

auto_increment

integer

integer

integer

number

float

boolean

boolean

email

string

telephone

string

url

string

company

string

contact

string

product

string

user

string