Microsoft Dynamics 365 CRM + Teamleader Focus
Create new Teamleader Focus companies and update corresponding Microsoft Dynamics 365 CRM accounts
Effortlessly keep your Microsoft Dynamics 365 CRM up to date with new company information from Teamleader Focus using this automation. Whenever a new company is added in Teamleader Focus, this workflow will automatically update the corresponding account in Microsoft Dynamics 365 CRM, ensuring your contact data remains accurate and organized. Save time and maintain the consistency of your CRM records with this easy-to-implement solution.
Effortlessly keep your Microsoft Dynamics 365 CRM up to date with new company information from Teamleader Focus using this automation. Whenever a new company is added in Teamleader Focus, this workflow will automatically update the corresponding account in Microsoft Dynamics 365 CRM, ensuring your contact data remains accurate and organized. Save time and maintain the consistency of your CRM records with this easy-to-implement solution.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Update Account
Updates an account.
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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
