Client Dispute Manager + Teamleader Focus

Create leads in Client Dispute Manager from new Teamleader Focus contacts

Effortlessly manage new contacts and leads with this seamless integration between Teamleader Focus and Client Dispute Manager. When a new contact is added in Teamleader Focus, this workflow creates a lead in Client Dispute Manager, ensuring all your client information is organized and up-to-date. Save time and improve accuracy with this powerful automation.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Deal
Triggers when a new deal is created.
Trigger
Instant
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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 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
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
Active Status
Triggers when we change the status from active to other status.
Trigger
Scheduled
Try It

Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Scheduled
Try It
Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
Pending Status
Triggers when we change the status from pending to other status.
Trigger
Scheduled
Try It
Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Trigger
Scheduled
Try It
Update Customer
Triggers when a customer is updated.
Trigger
Scheduled
Try It
- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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
Action
Write
- 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
Action
Write
- IdRequired
Action
Search
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Scheduled
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Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Scheduled
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Completed Status
Triggers when we change the status from completed to other status.
Trigger
Scheduled
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Lead Status
Triggers when we change the status from lead to other status.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Scheduled
Try It
Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Scheduled
Try It
Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Scheduled
Try It
- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Teamleader Focus

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Client Dispute Manager + Teamleader Focus

Create leads in Client Dispute Manager from new Teamleader Focus contacts

New Deal

New Contact

Deal Accepted

Create Contact

First name

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

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

Active Status

Cancelled Status

Inactive Status

New Customer

New Lead

Pending Status

Status Change

Update Customer

Create Lead

Email AddressRequired

First NameRequired

Middle Name

Last Name

Mobile Phone

Zip Code

Street Address

Questions Answers

Create Website Lead

First NameRequired

Last Name

Email AddressRequired

Notes

How Did You Hear About Us

Mobile Phone

New Company

Invoice Paid

Create Company

Company nameRequired

Business Type

VAT number

Local business number

Primary

Invoicing

Telephone