Callingly + Teamleader Focus

Callingly + Teamleader Focus integrations

Create Callingly leads for new Teamleader Focus contacts

Instantly connect with new leads from Teamleader Focus by setting up this efficient workflow. When a new contact is added in Teamleader Focus, this automation will initiate a Call Lead action in Callingly, ensuring a timely response to potential clients. Stay organized and proactive in your sales process by streamlining lead management and enhancing communication.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Call LeadCreates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Teamleader Focus and Callingly

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

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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
- Updated Field
- Team
- Filter
Trigger
Instant
Try It

- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone Number
  Required
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
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
- Id
  Required
Action
Search
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Scheduled Time
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone Number
  Required
Action
Search

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Teamleader Focus

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier