Perfit + Teamleader Focus

Perfit + Teamleader Focus integrations

Create and update Perfit contacts for new Teamleader Focus companies

Effortlessly manage your contacts between Teamleader Focus and Perfit with this seamless workflow. When a new company is added in Teamleader Focus, it will automatically create or update the contact in Perfit, streamlining your contact management process and ensuring you always have up-to-date information in both apps.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create/Update ContactAdd a new contact to a list of your choosing. Can be used to update an existing contact too.
ActionWrite

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More things you can do with Teamleader Focus and Perfit

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

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
- List ID
  Required
- Email
  Required
- First Name
- Last Name
- Gender
- Fields
Action
Write

- Drip
  Required
- Launch Date
- Skip Weekends
Action
Write
- Drip
  Required
- Recipients List ID
  Required
Action
Write
- Interest ID
  Required
- Email or Contact ID
  Required
Action
Write
- Email or Contact ID
  Required
Action
Write
- Name
  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
- Interest
  Required
- Email or Contact ID
  Required
Action
Write
- Name
  Required
Action
Write
- Drip
  Required
Action
Write
- Email or Contact ID
  Required
- List
  Required
Action
Write
- List
  Required
- New Name
  Required
Action
Write
- Email
  Required
Action
Search
- Name
  Required
Action
Search

About Perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.

Learn moreLearn moreHelpHelp

Related categories

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)

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Related Zap Templates

Create or update Perfit contacts when new Teamleader Focus contacts are added

Related Zap Templates

Create or update Perfit contacts when new Teamleader Focus contacts are added