Copper + Teamleader Focus
Create new Copper projects for Teamleader Focus contacts
Effortlessly manage your contacts and projects with this Teamleader Focus and Copper automation. When a new contact is added in Teamleader Focus, this workflow will associate them with an existing project in Copper, saving you time and ensuring a seamless transition of information between the two platforms. Stay organized and focused on growing your business with this easy-to-use contact and project management solution.
Effortlessly manage your contacts and projects with this Teamleader Focus and Copper automation. When a new contact is added in Teamleader Focus, this workflow will associate them with an existing project in Copper, saving you time and ensuring a seamless transition of information between the two platforms. Stay organized and focused on growing your business with this easy-to-use contact and project management solution.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
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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
