Interact + Teamleader Focus
Create deals in Teamleader Focus for new leads in Interact
Effortlessly streamline your sales process with this powerful automation. When you capture a new lead in the Interact app, this workflow will instantly create a deal in Teamleader Focus, ensuring you never miss a sales opportunity. Stay organized and focused on closing deals by seamlessly connecting your Interact and Teamleader Focus apps.
Effortlessly streamline your sales process with this powerful automation. When you capture a new lead in the Interact app, this workflow will instantly create a deal in Teamleader Focus, ensuring you never miss a sales opportunity. Stay organized and focused on closing deals by seamlessly connecting your Interact and Teamleader Focus apps.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItNew 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
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
