Funnelytics + Teamleader Focus

Create transactions in Funnelytics for new Teamleader Focus contacts

Easily keep track of new contacts in Teamleader Focus and boost your marketing efforts with this seamless workflow. When a new contact is added in Teamleader Focus, this automation will create a transaction action in Funnelytics, keeping your data up-to-date and allowing you to focus on building strong relationships with your contacts. Save time and ensure consistency between your CRM and marketing analytics with this streamlined process.

Easily keep track of new contacts in Teamleader Focus and boost your marketing efforts with this seamless workflow. When a new contact is added in Teamleader Focus, this automation will create a transaction action in Funnelytics, keeping your data up-to-date and allowing you to focus on building strong relationships with your contacts. Save time and ensure consistency between your CRM and marketing analytics with this streamlined process.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    FunnelyticsFunnelytics
    Transaction Action

    Track transaction actions, like purchases or refunds.

    ActionWrite
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Supported triggers and actions

    • 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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funnelytics logo

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

Related categories

  • Analytics
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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