Plezi (Plus & Star) + Teamleader Focus

Plezi (Plus & Star) + Teamleader Focus integrations

Create new contacts in Teamleader Focus whenever mql contacts occur in Plezi (Plus & Star)

Easily streamline your lead management process with this workflow. When a contact reaches the 'Marketing Qualified Lead' stage in Plezi (Plus & Star), their details are promptly added to Teamleader Focus. This optimizes your lead generation efforts by ensuring no potential customers fall through the cracks. Perfect for sales and marketing teams looking to maximize their efficiency.

When this happens...
MQL ContactsTriggers when a contact become a MQL so has the score defined by MQL threshold.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Plezi (Plus & Star) and Teamleader Focus

Discover other triggers and actions you can use with Plezi (Plus & Star) and Teamleader Focus

- Content
  Required
Trigger
Polling
Try It
Contacts Recently Changed
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact email
  Required
- Description
  Required
- Points
  Required
Action
Write
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

Contacts Created
Triggers when a contact is created.
Trigger
Polling
Try It
MQL Contacts
Triggers when a contact become a MQL so has the score defined by MQL threshold.
Trigger
Polling
Try It
- Source
  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

About Plezi (Plus & Star)

Plezi is the perfect marketing automation software for overwhelmed marketers to launch and develop your B2B marketing strategy.

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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)

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