membermate + Teamleader Focus
Create new users in membermate from new contacts in Teamleader Focus for streamlined onboarding
Save time and effortlessly grow your member base with this convenient workflow. When a new contact is added to your Teamleader Focus app, this automation will instantly create a new user in MemberMate and, if desired, grant them access to a specific product. Keep your member database up-to-date and ensure seamless onboarding for your new contacts without any manual work.
Save time and effortlessly grow your member base with this convenient workflow. When a new contact is added to your Teamleader Focus app, this automation will instantly create a new user in MemberMate and, if desired, grant them access to a specific product. Keep your member database up-to-date and ensure seamless onboarding for your new contacts without any manual work.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create New User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
- Free forever for core features
- 14 day trial for premium features & apps
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
