Protexting + Teamleader Focus
Effortlessly update Protexting contacts when new Teamleader Focus contacts are created
Keep your Protexting contacts up to date when new contacts are added in Teamleader Focus with this efficient workflow. As soon as a new contact is created in Teamleader Focus, their information will be instantly updated in Protexting, ensuring you always have the most accurate details. Streamline your contact management process and maintain an organized database with this seamless integration.
Keep your Protexting contacts up to date when new contacts are added in Teamleader Focus with this efficient workflow. As soon as a new contact is created in Teamleader Focus, their information will be instantly updated in Protexting, ensuring you always have the most accurate details. Streamline your contact management process and maintain an organized database with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Update Contact
Update Contact by Phone Number
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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