membermate + Teamleader Focus
Add product access in membermate for new companies created in Teamleader Focus
Easily manage access to your products in MemberMate whenever a new company is added in Teamleader Focus. This workflow grants existing users access to one or many products in MemberMate when you create a new company in Teamleader Focus, ensuring a seamless experience for your users and simplifying your administrative tasks. Stay organized and efficient with this automated process.
Easily manage access to your products in MemberMate whenever a new company is added in Teamleader Focus. This workflow grants existing users access to one or many products in MemberMate when you create a new company in Teamleader Focus, ensuring a seamless experience for your users and simplifying your administrative tasks. Stay organized and efficient with this automated process.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Add Access to One or Many Products for an Existing User
Grant an existing user (by email) access to a product you created in your member area.
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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
