Plek + Teamleader Focus

Plek + Teamleader Focus integrations

Create new Plek posts for each new deal in Teamleader Focus

Boost your team communication and collaboration by connecting Teamleader Focus with Plek. With this workflow, whenever a new deal is secured in Teamleader Focus, a corresponding post is created in Plek, keeping your team informed and engaged. This integration eases the process of sharing important business updates, fostering a proactive and informed work culture.

When this happens...
New DealTriggers when a new deal is created.
TriggerInstant
automatically do this!
Create PostCreate a new post.
ActionWrite

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More things you can do with Teamleader Focus and Plek

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

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
- Group
- Title
  Required
- Content
  Required
Action
Write

- UserID
  Required
Action
Write
- Group
  Required
- Message
  Required
Action
Write

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
- Name
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Role
  Required
- Groups (Optional)
- Send Magic Login Link Email
- Disable welcome mail for created user
Action
Write
- Group
  Required
- Title
  Required
- Content
  Required
- Attachments
Action
Write

About Plek

Plek is a social intranet and internal communication tool.

HelpHelp

Related categories

Team Collaboration

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 new posts in Plek for new contacts in Teamleader Focus

Related Zap Templates

Create new posts in Plek for new contacts in Teamleader Focus