Formsite + Teamleader Focus
Create Teamleader Focus deals from new Formsite form results
Effortlessly manage new form submissions on Formsite by having them automatically create deals in Teamleader Focus. With this streamlined workflow, you can ensure that all form entries are captured as potential opportunities, making it easier to nurture leads and close sales successfully. Stay organized and never miss a new deal prospect again.
Effortlessly manage new form submissions on Formsite by having them automatically create deals in Teamleader Focus. With this streamlined workflow, you can ensure that all form entries are captured as potential opportunities, making it easier to nurture leads and close sales successfully. Stay organized and never miss a new deal prospect again.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Deal
Creates a new deal.
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- 14 day trial for premium features & apps
FormRequired
Try ItNew 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
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
