Mobiz SMS + Teamleader Focus
Create new Mobiz SMS contacts from Teamleader Focus contacts
Easily streamline your contact management process with this Teamleader Focus and Mobiz SMS automation. When a new contact is added in Teamleader Focus, the workflow will create a contact in Mobiz SMS, ensuring all your important connections are organized and always within reach. Save time and maintain consistency in your contact database with this efficient and seamless integration.
Easily streamline your contact management process with this Teamleader Focus and Mobiz SMS automation. When a new contact is added in Teamleader Focus, the workflow will create a contact in Mobiz SMS, ensuring all your important connections are organized and always within reach. Save time and maintain consistency in your contact database with this efficient and seamless integration.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Contact
Creates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".
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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
