Shape + Teamleader Focus

Shape + Teamleader Focus integrations

Add new companies in Teamleader Focus to create records in Shape

Effortlessly manage your client data across platforms with this workflow. When a new company is added in Teamleader Focus, a record will be created in Shape to keep your databases up to date and organized. Save time on manual data entry and streamline your customer management processes by integrating Teamleader Focus and Shape effortlessly.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with Teamleader Focus and Shape

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

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
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write

- Record ID
  Required
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
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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CRM (Customer Relationship Management)

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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.

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