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Karbon + Teamleader Focus

Create and update Karbon organization contacts from new Teamleader Focus contacts

Effortlessly maintain up-to-date contact information with this integrated workflow. When a new contact is created in Teamleader Focus, the corresponding organization contact in Karbon will be updated, ensuring that your records are always accurate and consistent. Save time on manual updates and streamline your contact management with this reliable automation.

Effortlessly maintain up-to-date contact information with this integrated workflow. When a new contact is created in Teamleader Focus, the corresponding organization contact in Karbon will be updated, ensuring that your records are always accurate and consistent. Save time on manual updates and streamline your contact management with this reliable automation.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    KarbonKarbon
    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
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    • 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

    Action
    Write
    • 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
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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
Learn more

Related categories

  • Project Management
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