net2phone + Teamleader Focus
Create huddle meetings in net2phone for new companies in Teamleader Focus
Effortlessly maintain communication with new companies added to Teamleader Focus by setting up meetings in the net2phone app using this convenient workflow. When a new company is created in Teamleader Focus, a Huddle Meeting with the relevant information is instantly scheduled in net2phone. Save time and ensure seamless collaboration by integrating this automation today.
Effortlessly maintain communication with new companies added to Teamleader Focus by setting up meetings in the net2phone app using this convenient workflow. When a new company is created in Teamleader Focus, a Huddle Meeting with the relevant information is instantly scheduled in net2phone. Save time and ensure seamless collaboration by integrating this automation today.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
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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
