Project Broadcast + Teamleader Focus
Create Project Broadcast contacts for new Teamleader Focus contacts
Effortlessly keep your contact lists up-to-date with this seamless workflow between Teamleader Focus and Project Broadcast. When a new contact is added in Teamleader Focus, it will create a contact in Project Broadcast as well. This ensures that your Project Broadcast contact list stays current and organized, allowing you to easily manage and communicate with all of your connections.
Effortlessly keep your contact lists up-to-date with this seamless workflow between Teamleader Focus and Project Broadcast. When a new contact is added in Teamleader Focus, it will create a contact in Project Broadcast as well. This ensures that your Project Broadcast contact list stays current and organized, allowing you to easily manage and communicate with all of your connections.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst name
Last nameRequired
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
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany nameRequired
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
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Custom Fields
