Kiflo PRM + Teamleader Focus
Create leads in Kiflo PRM for new companies added in Teamleader Focus
Effortlessly streamline your workflow by turning new companies added in Teamleader Focus into fresh leads in Kiflo PRM with this automation. Once set up, each time a new company is created in Teamleader Focus, the integration generates a corresponding lead in Kiflo PRM, helping your sales team stay organized and focused on building relationships with potential clients. Manage your leads efficiently without manual data entry, saving time and increasing productivity.
Effortlessly streamline your workflow by turning new companies added in Teamleader Focus into fresh leads in Kiflo PRM with this automation. Once set up, each time a new company is created in Teamleader Focus, the integration generates a corresponding lead in Kiflo PRM, helping your sales team stay organized and focused on building relationships with potential clients. Manage your leads efficiently without manual data entry, saving time and increasing productivity.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Lead
Triggers when a new lead is added.
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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
New 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
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
