Ortto + Teamleader Focus

Ortto + Teamleader Focus integrations

Create records in Ortto for new companies in Teamleader Focus

Effortlessly streamline your company data management with this workflow that connects Teamleader Focus and Ortto. When a new company is added in Teamleader Focus, a corresponding record will be created in Ortto, ensuring all your crucial data stays up to date across platforms. Save time and stay organized by letting this seamless automation do the work for you.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create RecordSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
ActionWrite

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More things you can do with Teamleader Focus and Ortto

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

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
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
- Record Type
  Required
- Fields
  Required
Trigger
Instant
Try It

- Record Type
  Required
- Event
  Required
Trigger
Instant
Try It
- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  Required
Action
Search

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
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
- Choose an activity
  Required
Trigger
Instant
Try It
- Record Type
  Required
Trigger
Instant
Try It
- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write

About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

Learn moreLearn moreHelpHelp

Related categories

Marketing

About Teamleader Focus

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Ortto records from new Teamleader Focus contacts

Related Zap Templates

Create new Ortto records from new Teamleader Focus contacts