Dropbox + Teamleader Focus
Create new Dropbox folders for every new deal in Teamleader Focus
When a new deal is secured in Teamleader Focus, save time and improve your workflow by having a corresponding folder automatically created in Dropbox. This seamless process ensures all important documents and information are neatly organized and easy to find, making project management effortless. This is a streamlined solution to effortlessly manage new business deals and their associated documents.
When a new deal is secured in Teamleader Focus, save time and improve your workflow by having a corresponding folder automatically created in Dropbox. This seamless process ensures all important documents and information are neatly organized and easy to find, making project management effortless. This is a streamlined solution to effortlessly manage new business deals and their associated documents.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
