Infinity + Teamleader Focus integrations
Add new Teamleader Focus contacts to Infinity as items
Effortlessly manage your Teamleader Focus contacts by organizing them into Infinity items with this automation. Whenever a new contact is added in Teamleader Focus, an item will be created in Infinity, keeping your records up to date. This seamless integration ensures that you never miss any important contact details and maintain a clear overview of your contacts.
- When this happens...New ContactTriggers when a new contact is added.
- automatically do this!Create a New ItemCreates a new item in a specific workspace, board and folder.
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More things you can do with Teamleader Focus and Infinity
Discover other triggers and actions you can use with Teamleader Focus and Infinity
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant - 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
ActionWrite
- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - 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
ActionWrite- 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
ActionWrite
Infinity is a flexible project management platform that lets you organize anything, your way.
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Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
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