Endorsal + Teamleader Focus

Endorsal + Teamleader Focus integrations

Create new Endorsal contacts for new Teamleader Focus companies

Save time and simplify client onboarding with this seamless workflow. When a new company is added in Teamleader Focus, a new contact will be created in Endorsal. This automation ensures that your contact information stays up-to-date and consistent across both platforms, making client management more efficient and accurate.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create a New ContactCreates a new contact to send a testimonial request to.
ActionWrite

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More things you can do with Teamleader Focus and Endorsal

Discover other triggers and actions you can use with Teamleader Focus and Endorsal

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
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
- Select a Property
  Required
- Name
- Email Address
- Phone
- Avatar
- Location
- Position
- Company
- Website
- Imported From
- External ID
- Custom Attributes
Action
Write

- Select your property
  Required
- Select your EndoForm
  Required
- Name
  Required
- Email
- Avatar
- Company
- Position
- Location
- Rating
- Comments
  Required
- Auto-approve testimonial?
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
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
- Select a property
  Required
- Select a form
  Required
Trigger
Polling
Try It
- Select a property
  Required
- Select an EndoForm
  Required
- Customer name
- Avatar URL
- Customer email
- Customer company
- Customer position/job title
- Customer rating (1-5)
- Customer location
- Save SuperLink to dashboard
- Select a tag
Action
Write

About Endorsal

Endorsal fully automates the collection and display of testimonials & reviews, boosting social proof on autopilot.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier