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FunnelCockpit + Teamleader Focus

Create or update FunnelCockpit email contacts from new Teamleader Focus contacts

Easily manage your contacts between Teamleader Focus and FunnelCockpit with this workflow. Whenever you add a new contact in Teamleader Focus, the automation will create or update the corresponding email contact in FunnelCockpit. Save time and keep your email lists up-to-date without manually transferring contact information between platforms.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create or Update Email ContactCreates or updates an email contact.
ActionWrite

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More things you can do with Teamleader Focus and FunnelCockpit

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

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
- Copy_invoicee
- Customer Type
  Required
- For Attention Of
- Department
  Required
- Payment Term
  Required
- Copy_currency
- Currency Code
- Currency Exchange Rate
- Section Title
  Required
- Copy_line_items
- Quantity
  Required
- Description
  Required
- Extended Description
- Unit Price Amount (Excluding Tax)
  Required
- Tax Rate
  Required
- Unit Of Measure
- Product
- Product Category
- Withholding Tax Rate
- Line Discount Value (Percentage)
- Project
- Purchase Order Number
- Invoice Date
- Delivery Date
- Note
- Document Template
- Invoice Discount Value (Percentage)
- Invoice Discount Description
- Expected Payment Method
- Expected Payment Reference
Action
Write

- Id
  Required
Action
Search
- CRM
  Required
Trigger
Polling
Try It

- Form
  Required
Trigger
Instant
Try It
- Webinar
  Required
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- Email Tag
  Required
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- Webinar
  Required
- Date Count
- Max. 1 Date for next full hour
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 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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search
- Email Tag
Trigger
Polling
Try It
- Survey
  Required
Trigger
Polling
Try It
- CRM
  Required
- Email
  Required
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- Webinar
  Required
- Email
  Required
- Start date
  Required
Action
Write

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn moreLearn moreHelpHelp

Related categories

Contact Management

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)

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