Customers.ai + Teamleader Focus

Customers.ai + Teamleader Focus integrations

Create new Customers.ai contacts from new Teamleader Focus contacts

Effortlessly keep your contact lists up-to-date with this time-saving automation. Stay connected with your New Contacts from your Teamleader Focus app by automatically creating corresponding contacts in your Customers.ai app. With this workflow, managing contacts between both platforms becomes a seamless process, allowing you to focus on building relationships and growing your network.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create ContactCreates a new SMS or Email Contact
ActionWrite

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More things you can do with Teamleader Focus and Customers.ai

Discover other triggers and actions you can use with Teamleader Focus and Customers.ai

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 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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It

- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search

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
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
- Id
  Required
Action
Search
- Trigger Name
  Required
Trigger
Instant
Try It
- Attribute_name
  Required
Trigger
Instant
Try It
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write
- Attribute Name
  Required
- Attribute Value
  Required
Action
Search
- Recipient ID
  Required
Action
Search

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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Related categories

Marketing Automation

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About Teamleader Focus

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