eWay-CRM + Teamleader Focus

Create eWay-CRM deals from new Teamleader Focus contacts

Efficiently manage your sales prospects with this seamless workflow between Teamleader Focus and eWay-CRM. When you add a new contact in Teamleader Focus, their details are instantly saved in eWay-CRM, ensuring no opportunities are missed in growing your business. Boost your organization and productivity by optimizing your sales pipeline with this powerful automation.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Save a Deal
Creates a new deal or edits an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

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 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
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Company (Text)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
- GUID
Action
Write

- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
- Note
- GUID
Action
Write
- SubjectRequired
- Company
- Contact Person
- Project
- Deal
- Marketing
- DelegatorRequired
- SolverRequired
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed
- Completed (%)
- Priority
- Total Work
- Actual Work
- Type
- Note
- GUID
Action
Write
- GUID
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
- Solver
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed (%)
- Priority
- Total Work
- Actual Work
- Status
- Type
- Note
Action
Search

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 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
Action
Write
- 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
Action
Write
- IdRequired
Action
Search
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
- GUID
Action
Write
- Name
- Company (Relation)
- Company (Text)
- Contact Person (Relation)
- Contact Person (Text)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated Close Date
- Referral Source
- Marketing Campaign
- Type
- Note
- GUID
Action
Write
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenue
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Type
- Note
- GUID
Action
Write
- GUID
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
Action
Search
- GUID
- Name
- Company (Relation)
- Contact Person (Relation)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated End
- Referral Source
- Marketing Campaign
- Status
- Type
- Note
Action
Search
- GUID
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenu
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Status
- Type
- Note
Action
Search
- Drop-Down MenuRequired
- Value (in English)Required
Action
Search

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Teamleader Focus

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

eWay-CRM + Teamleader Focus

Create eWay-CRM deals from new Teamleader Focus contacts

New Deal

New Contact

Deal Accepted

Create Contact

First name

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

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

Save a Contact

Title

First Name

Middle Name

Last Name

Suffix

Job Title

Company (Relation)

Company (Text)

Department

Email 1

Email 2

Email 3

Email Opt Out

Mobile Phone

Business Phone

Business Phone 2

Home Phone

Other Phone

Fax

Website

Street (Business)

City (Business)

ZIP / Postal Code (Business)

State (Business)

Country (Business)

Street (Home)

City (Home)

ZIP / Postal Code (Home)

State (Home)

Country (Home)

Street (Other)

City (Other)

ZIP / Postal Code (Other)