CabinPanda + Teamleader Focus
Create Teamleader Focus contacts from new CabinPanda submissions
You'll want to add new leads to your Teamleader Focus CRM after they fill out a form on your website. This automation does those three things: it generates touches, linked businesses, and deals based on the form responses, which you can easily follow up on from your Teamleader Focus account. You'll never miss out on a business opportunity this way!
You'll want to add new leads to your Teamleader Focus CRM after they fill out a form on your website. This automation does those three things: it generates touches, linked businesses, and deals based on the form responses, which you can easily follow up on from your Teamleader Focus account. You'll never miss out on a business opportunity this way!
- When this happens...New Submission
Triggers when a new submission is created.
- automatically do this!Create Contact
Creates a new contact.
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FormRequired
Try ItNew Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
