NextAgency + Teamleader Focus

NextAgency + Teamleader Focus integrations

Create new NextAgency leads from Teamleader Focus companies

Effortlessly streamline your sales process with this automation that connects Teamleader Focus and NextAgency. When a new company is added in Teamleader Focus, a lead will be created in NextAgency, ensuring seamless data transfer and time-saving efficiency. Stay on top of your game by integrating this workflow and focus on what matters most - growing your business.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create Leadwill create lead in NextAgency.
ActionWrite

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More things you can do with Teamleader Focus and NextAgency

Discover other triggers and actions you can use with Teamleader Focus and NextAgency

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- 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
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
  Required
- Form Name
  Required
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- 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
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
Create Case
Triggers when a new case is created.
Trigger
Instant
Try It
Create Ticket
Triggers when new ticket is created.
Trigger
Instant
Try It
- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
  Required
Action
Write

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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Related categories

CRM (Customer Relationship Management)

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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.