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Compass + Teamleader Focus

Compass + Teamleader Focus

Compass + Teamleader Focus integrations

Create new Compass leads from new Teamleader Focus companies

Effortlessly streamline your sales process by connecting Teamleader Focus and Compass! With this workflow, new companies added in Teamleader Focus will automatically become new leads in Compass, helping you stay organized and efficiently manage your sales pipeline. Save time and stay focused on growing your business, knowing your information is always up-to-date and tracked in both apps.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new Company is added.
    TriggerInstant
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    Create a New LeadCreate a new lead in your Compass CRM.
    ActionWrite
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More things you can do with Teamleader Focus and Compass

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

  • Teamleader Focus triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search
    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search
    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
  • Teamleader Focus triggers, actions, and search
    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search
    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
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About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
HelpHelp
Related categories
CRM (Customer Relationship Management)
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teamleader logo
teamleader logo
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 integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier