Google Sheets + Teamleader Focus
Create spreadsheet rows in Google Sheets for new deals in Teamleader Focus
Ensure that every new deal in Teamleader Focus is accurately tracked with this convenient workflow. As soon as a new deal is finalized in Teamleader Focus, the details are instantly recorded onto a new row in Google Sheets. This seamless process not only reduces manual data entry but also helps to maintain an up-to-date record for your team's review and analysis.
Ensure that every new deal in Teamleader Focus is accurately tracked with this convenient workflow. As soon as a new deal is finalized in Teamleader Focus, the details are instantly recorded onto a new row in Google Sheets. This seamless process not only reduces manual data entry but also helps to maintain an up-to-date record for your team's review and analysis.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
New 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
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
