ChartMogul + Teamleader Focus
Add custom attributes to ChartMogul customers for new companies in Teamleader Focus
Effortlessly update your ChartMogul customer data when you have new companies added in Teamleader Focus. With this workflow, every time a new company is created in Teamleader Focus, it will automatically add custom attributes to the corresponding customer in ChartMogul using their external ID. Keep your customer records consistent and up-to-date, streamlining your data management process.
Effortlessly update your ChartMogul customer data when you have new companies added in Teamleader Focus. With this workflow, every time a new company is created in Teamleader Focus, it will automatically add custom attributes to the corresponding customer in ChartMogul using their external ID. Keep your customer records consistent and up-to-date, streamlining your data management process.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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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
