Baton + Teamleader Focus
Baton + Teamleader Focus
Baton + Teamleader Focus integrations
Create projects in Baton for new companies in Teamleader Focus
Effortlessly manage your new clients by automatically creating a project in Baton every time a new company is added in Teamleader Focus. This seamless workflow helps you stay organized, save time, and ensures that every new client is quickly incorporated into your project management system, allowing your team to start working on their requirements without any delay.
- When this happens...New CompanyTriggers when a new Company is added.
- automatically do this!Create ProjectCreates a Project on Baton
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More things you can do with Teamleader Focus and Baton
Discover other triggers and actions you can use with Teamleader Focus and Baton
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant - First name
- Last nameRequired
- 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
ActionWrite
- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Company nameRequired
- 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
ActionWrite- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
ActionWrite
Related categories
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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