Connect Teamleader Focus to WhatsApp, Instagram, TikTok and AI Chat
Leads and clients message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your contacts, deals and invoices live in Teamleader Focus. AeroChat answers those conversations and works with Teamleader Focus as it goes: it creates the contact and the deal, adds the task, and answers invoice questions from the invoice itself. It connects through Teamleader Focus’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Teamleader Focus and AeroChat
- Turn chat leads into deals. When someone leaves their details in chat, AeroChat finds or creates the contact and company, opens a deal in your first phase and adds the details of the conversation.
- Answer invoice questions. AeroChat finds the client’s invoices in Teamleader Focus and tells them whether an invoice is paid, outstanding or overdue, and when it was due.
- Create follow-up tasks. When a lead asks for a quote or a callback, AeroChat creates a task for the right colleague with the details.
- Book a meeting in the calendar. AeroChat creates a calendar event for an intake call, linked to the contact, at a time the lead picks.
- Recognise returning clients. AeroChat looks up the contact by email or phone and uses what Teamleader Focus already knows, such as their company and account manager.
Works on every chat channel
Your leads and clients message you wherever they already are. The same Teamleader Focus connection and the same workflows run on every channel AeroChat supports, and Teamleader Focus stays the record whichever one they use.
| Channel | What your leads and clients can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details for a quote or ask about an invoice. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Teamleader Focus’s public API. It reads and writes contacts, companies, deals, tasks, calendar events and notes, and reads invoices and quotations. Each workflow uses only what its recipe asks for.
To connect, a Teamleader Focus admin creates an integration for private use on the Teamleader Marketplace build page, selects the scopes the workflow needs (for example, contacts, deals and invoices), and copies its client ID and secret. The steps are in the Teamleader Focus API documentation. Paste the client ID and secret into the AeroChat dashboard when AeroChat asks, then approve the access in Teamleader Focus.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Teamleader Focus calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email or phone number in chat, search Teamleader Focus for a contact with that email. If there is one, update it. If not, create a contact with their name, email, phone and the channel they used, and link the company if they gave one. Create a deal for the contact in the New phase (example) with the service they asked about, and add a short summary of the conversation to the deal.
Copy this into AeroChat
When a client asks about an invoice, find their company or contact in Teamleader Focus by email and list their invoices. Tell them which invoices are paid and which are still outstanding, with the invoice number, amount and due date. If they say they have already paid, or they dispute an amount, hand the conversation to our finance team (example).
Who uses it
Any business that runs its sales, quotes and invoicing in Teamleader Focus can use it, such as agencies, installers, home service firms and B2B suppliers. These industry recipes work the same way with Teamleader Focus as the record:
What stays in Teamleader Focus
Teamleader Focus stays your record. Contacts, companies, deals, quotes, invoices, tasks and the calendar live there, and your team still sends the quotes, issues the invoices and chases the payments.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to Teamleader Focus and your team. See more CRM workflows on WhatsApp.
Questions
Does AeroChat work with Teamleader Focus?
Yes. AeroChat connects through Teamleader Focus’s public API with a private integration you create on the Teamleader Marketplace build page.
Can WhatsApp leads go straight into Teamleader Focus?
Yes. When a lead gives their details in chat, AeroChat creates or updates the contact, opens a deal and adds a summary of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, create a private integration in Teamleader and paste in its client ID and secret, and switch it on. AeroChat builds the Teamleader Focus connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Teamleader Focus and try it
Paste the first recipe, connect your Teamleader integration, and send yourself a test enquiry on WhatsApp.