Holded + Teamleader Focus

Create new Holded deals from new Teamleader Focus deals

Boost your efficiency by creating new deals in Holded each time a new deal emerges in Teamleader Focus. This single automation ensures your deal data is consistent across both platforms in real time, removing the necessity for tedious manual updates. Enjoy effortless integration between Teamleader Focus and Holded and resolve the issue of managing your deals with precision.

Boost your efficiency by creating new deals in Holded each time a new deal emerges in Teamleader Focus. This single automation ensures your deal data is consistent across both platforms in real time, removing the necessity for tedious manual updates. Enjoy effortless integration between Teamleader Focus and Holded and resolve the issue of managing your deals with precision.

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

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Deal

    Creates a new CRM Deal

    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
holded logo
holded logo

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier