Microsoft Outlook + Teamleader Focus
Create events in Microsoft Outlook for new deals in Teamleader Focus
When a new deal is initiated in Teamleader Focus, streamline your schedule by immediately generating an event in Microsoft Outlook. This workflow seamlessly connects Teamleader Focus and Microsoft Outlook to keep your calendar updated, helping you manage your time effectively and stay organized. Benefit from a simplified process and never miss a deal-related event again.
When a new deal is initiated in Teamleader Focus, streamline your schedule by immediately generating an event in Microsoft Outlook. This workflow seamlessly connects Teamleader Focus and Microsoft Outlook to keep your calendar updated, helping you manage your time effectively and stay organized. Benefit from a simplified process and never miss a deal-related event again.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
