Plezi + Teamleader Focus

Plezi + Teamleader Focus integrations

Create or update Plezi contacts from new Teamleader Focus companies

Effortlessly manage your contacts between Teamleader Focus and Plezi with this seamless workflow. Whenever a new company is added in Teamleader Focus, the contact information is instantly updated or created in Plezi. Maintain an organized database and ensure all your marketing efforts reach the right audience with this simple yet powerful automation.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Teamleader Focus and Plezi

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

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
- Attribute
Trigger
Polling
Try It

- Contact Status
  Required
- All Contacts
Trigger
Polling
Try It
- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  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
- Content
  Required
Trigger
Polling
Try It
- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write

About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

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Marketing Automation

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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.