Crelate + Teamleader Focus integrations
Update Crelate tags when new companies are added in Teamleader Focus
Effortlessly keep your contact information organized with this Teamleader Focus to Crelate workflow. When a new company is added in Teamleader Focus, the corresponding contact in Crelate will be updated with the specified tags. This seamless automation helps maintain accuracy and consistency in your CRM database without any manual intervention.
- When this happens...New CompanyTriggers when a new Company is added.
- automatically do this!Update TagsUpdates a company, contact, or job's tags.
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More things you can do with Teamleader Focus and Crelate
Discover other triggers and actions you can use with Teamleader Focus and Crelate
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant - 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
ActionWrite
- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - 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
ActionWrite- 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
ActionWrite
Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.
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Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
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