ChartMogul + Teamleader Focus
Add tags to ChartMogul customers via email when new contacts are created in Teamleader Focus
Effortlessly manage your customer relationships with this Teamleader Focus and ChartMogul integration. When a new contact is added in Teamleader Focus, this workflow instantly assigns appropriate tags to the customer by email in ChartMogul. Stay organized and maintain a clear understanding of your customer segments, eliminating the need for manual updates.
Effortlessly manage your customer relationships with this Teamleader Focus and ChartMogul integration. When a new contact is added in Teamleader Focus, this workflow instantly assigns appropriate tags to the customer by email in ChartMogul. Stay organized and maintain a clear understanding of your customer segments, eliminating the need for manual updates.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
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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
New 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
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
