Route the Service Platform + Teamleader Focus

Route the Service Platform + Teamleader Focus integrations

Create clients in Route the Service Platform from new contacts in Teamleader Focus

Effortlessly keep your contacts organized with this seamless workflow. When a new contact is added in Teamleader Focus, it will instantly create a client in Route the Service Platform, saving you time and ensuring your client information stays up to date. Stay focused on your work while this automation takes care of the administrative tasks for you.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create ClientCreates a client.
ActionWrite

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More things you can do with Teamleader Focus and Route the Service Platform

Discover other triggers and actions you can use with Teamleader Focus and Route the Service Platform

New Deal
Triggers when a new deal is created.
Trigger
Instant
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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
Location Created
Triggers when a new location is created.
Trigger
Polling
Try It

- Client ID
  Required
- Client Name
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

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
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
- Client Name
  Required
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
  Required
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

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Related categories

Proposal & Invoice Management

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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Related categories

CRM (Customer Relationship Management)

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