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Formstack + Teamleader Focus

Create Formstack submissions for new Teamleader Focus companies

Streamline your company onboarding process by connecting Teamleader Focus and Formstack. With this workflow, whenever a new company is added in Teamleader Focus, a submission is created in Formstack, ensuring that all necessary information is captured and organized. Stay coordinated without manual data entry, saving time and increasing efficiency.

Streamline your company onboarding process by connecting Teamleader Focus and Formstack. With this workflow, whenever a new company is added in Teamleader Focus, a submission is created in Formstack, ensuring that all necessary information is captured and organized. Stay coordinated without manual data entry, saving time and increasing efficiency.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    FormstackFormstack
    Create Submission

    Creates a submission for a form in FormStack.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    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
    • 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
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

  • Forms & Surveys

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teamleader logo
teamleader logo

About Teamleader Focus

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

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