Accelo + Teamleader Focus

Create and update Accelo contacts when new Teamleader Focus contacts are added

Easily maintain up-to-date contact information between Teamleader Focus and Accelo with this seamless workflow. Whenever a new contact is added in Teamleader Focus, this automation creates or updates the contact in Accelo, ensuring consistent and accurate data across both platforms. Save time and reduce manual effort by keeping your contacts in sync with this efficient integration.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact or updates a contact if it already exists.
ActionWrite

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More things you can do with Teamleader Focus and Accelo

Discover other triggers and actions you can use with Teamleader Focus and Accelo

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Copy_invoicee
- Customer Type
  Required
- For Attention Of
- Department
  Required
- Payment Term
  Required
- Copy_currency
- Currency Code
- Currency Exchange Rate
- Section Title
  Required
- Copy_line_items
- Quantity
  Required
- Description
  Required
- Extended Description
- Unit Price Amount (Excluding Tax)
  Required
- Tax Rate
  Required
- Unit Of Measure
- Product
- Product Category
- Withholding Tax Rate
- Line Discount Value (Percentage)
- Project
- Purchase Order Number
- Invoice Date
- Delivery Date
- Note
- Document Template
- Invoice Discount Value (Percentage)
- Invoice Discount Description
- Expected Payment Method
- Expected Payment Reference
Action
Write

- Id
  Required
Action
Search
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It

- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- Title
  Required
- Type
  Required
- Email
  Required
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Type
  Required
- Subject
  Required
- Body
  Required
- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- Subject
  Required
- Initial Seconds
- Auto Start
Action
Write
- Resource URL
  Required
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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Create/update Accelo contacts when new Teamleader Focus companies are added