Daily AI Mortgage + Teamleader Focus
Create and update Daily AI Mortgage contacts from new Teamleader Focus companies
Keep your Daily AI Mortgage contacts up-to-date with new company information from Teamleader Focus effortlessly. With this workflow, whenever a new company is added to Teamleader Focus, a contact will be created or updated in the Daily AI Mortgage app. Streamline your mortgage and contact management process by automating this crucial task.
Keep your Daily AI Mortgage contacts up-to-date with new company information from Teamleader Focus effortlessly. With this workflow, whenever a new company is added to Teamleader Focus, a contact will be created or updated in the Daily AI Mortgage app. Streamline your mortgage and contact management process by automating this crucial task.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
- Free forever for core features
- 14 day trial for premium features & apps
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
