JobTread + Teamleader Focus

Create customers in JobTread from new contacts in Teamleader Focus

Effortlessly manage your client data by automating the process of transferring contact information from Teamleader Focus to JobTread. With this workflow, when you add a new contact in Teamleader Focus, a customer will be created in JobTread, ensuring all your data is up-to-date and easy to access. Save time and eliminate manual data entry by streamlining your customer management with this seamless integration.

Effortlessly manage your client data by automating the process of transferring contact information from Teamleader Focus to JobTread. With this workflow, when you add a new contact in Teamleader Focus, a customer will be created in JobTread, ensuring all your data is up-to-date and easy to access. Save time and eliminate manual data entry by streamlining your customer management with this seamless integration.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    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
jobtread logo
jobtread logo

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

  • Project Management
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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