--- id: "integration-11880" type: "integration" lang: "en" title: "Teamleader Focus Integration: Deals, Quotes and Invoices from Chats - Teamleader in Binom" url: "https://binomai.com/integrations/teamleader-focus-integration/" translation_group: "integration-11552" translations: ru: url: "https://binomai.com/ru/integrations/teamleader-focus-integration/" markdown: "https://binomai.com/ai/ru/integrations/teamleader-focus-integration.md" uk: url: "https://binomai.com/ua/integrations/teamleader-focus-integration/" markdown: "https://binomai.com/ai/ua/integrations/teamleader-focus-integration.md" categories: ["CRM"] published: "2026-10-21T11:55:54Z" updated: "2026-10-21T12:49:37Z" --- # Teamleader Focus Integration: Deals, Quotes and Invoices from Chats - Teamleader in Binom *Updated: 21.10.2026, 12:49 UTC* The Teamleader Focus integration with Binom takes sales from the conversation to the invoice: the AI employee creates a contact and a deal, sends a commercial proposal, issues an invoice, schedules a meeting, and opens a support ticket. Teamleader Focus is available on request in your Binom dashboard: Integrations → More integrations → Teamleader Focus. ## What Binom can do in Teamleader Focus Binom here refers to your AI employee. After you connect Teamleader Focus, it calls the service's actions when the conversation requires that data. You decide which actions it can use. In the dashboard, each action is labeled: **read** (Binom only views data), **write**, or **delete** (Binom changes or deletes data in Teamleader Focus). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Clients | Companies and contacts | Create and edit | | Deals | Deals | Create, edit, mark as won or lost | | Quotations | Commercial proposals | Create, send by email, mark as accepted | | Invoices | Invoices | Draft, book, send, register payment | | Meetings and tasks | Calendar events, tasks | Create, edit, cancel, complete | | Tickets | Tickets and statuses | Create and edit | ## Can the chatbot send a quotation from Teamleader? Yes. Binom creates a deal ("Create A New Deal"), a quotation for it ("Create A New Quotation"), and sends it to the client ("Send A Quotation"). ## Invoice after the client's agreement When the client agrees, Binom marks the quotation as accepted ("Mark Quotation As Accepted"), creates and books an invoice ("Create A Draft Invoice", "Book A Draft Invoice"), and sends it ("Send An Invoice"). ## Meeting and ticket Binom schedules a meeting ("Create A New Calendar Event") or opens a support ticket ("Create A Ticket"). ## What access you will need Connection method: sign-in via OAuth 2.0 (you log in to your service account and confirm access). The connection is made by logging in to your Teamleader Focus account. Details for each method are shown in the "Authentication" block on the Teamleader Focus page in the dashboard. ## How to get the Teamleader Focus integration Teamleader Focus is connected on request: first, the Binom team sets up the integration for your account. General catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), type "Teamleader Focus" in the "Search integrations" field, and open the Teamleader Focus card. 2. The page "Teamleader Focus integration for assistant" will show the message "Integration available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in Teamleader Focus. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Teamleader Focus page. 5. Click "Connect", complete the steps in the "Connecting Teamleader Focus" window, and click "Done". After "Connecting...", the status will change to "Connected". If the message "Confirmation has not arrived yet. The connection may still complete. Check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Teamleader Focus A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant can trigger. Until something is selected, it has access to none of them." 1. On the Teamleader Focus page, tick the actions you need in the "Actions" list. To find them by name, use the "Filter by actions" field. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it is about to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To get started, "List Contacts", "Create A New Contact", "Create A New Deal" and "Create A New Quotation" are enough. Add update and delete actions when you are ready to trust Binom with changes in Teamleader Focus. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and leave test contact details. Check the contact and the deal in Teamleader. - Delete the test records after checking. ## Possible problems ### Binom does not use Teamleader Focus data in its answers **What to check:** the Teamleader Focus status is "Connected", and the required actions are selected (for example "Create A New Contact"). **What to do:** select the actions and click "Save". **How to tell it is fixed:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Teamleader Focus data. ### "Could not record the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Teamleader Focus). **How to tell it is fixed:** the button shows "Requested". ### "Integration temporarily unavailable - your request has been recorded." Nothing else is needed: the request is saved, and you will receive a notification when Teamleader Focus can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access details, so the assistant does not use them." **What to do:** open the Teamleader Focus page under [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect", and go through the connection window again. **How to tell it's fixed:** the status shows "Connected". ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Teamleader Focus), and a screenshot of the message. **How to tell it's fixed:** the "Connect Teamleader Focus" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we'll let you know when it launches." To see what each plan includes, check the [pricing and subscription plans](https://app.binomai.com/plans) page. For how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, go back to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Teamleader Focus again. ### "You don't have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Teamleader Focus themselves. For more details, see [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's fixed:** after refreshing the page, the integration settings open. If the problem persists, write to support@binomai.com or send "I want to talk to a person" in the [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream) chat. Include the name of your Binom, the integration, and a screenshot of the message. ## How to disconnect Teamleader Focus On the Teamleader Focus page, click "Disconnect". The "Disconnect Teamleader Focus?" window will show a warning: "The assistant will lose access to the service. To restore it, you'll need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Do I need a developer to integrate Teamleader Focus? No. Request Teamleader Focus in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14). The Binom team sets up the integration, and then you connect your account yourself and choose the actions. ## What's next - [How to connect a CRM to Binom](https://binomai.com/faq/how-to-connect-the-crm/) - [Chatbot for Salesforce](https://binomai.com/integrations/salesforce-integration/) - [Rillet integration: invoices and accounting](https://binomai.com/integrations/rillet-integration/)