Swell + Teamleader Focus

Swell + Teamleader Focus integrations

Create Swell invites for new companies in Teamleader Focus

Effortlessly connect Teamleader Focus and Swell with this seamless workflow. When a new company is added in Teamleader Focus, an invite will be instantly sent in Swell, streamlining your processes and making your team's collaboration more efficient. Enjoy the convenience and time-saving benefits of this simple yet powerful integration.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Send InviteThis will create a contact and then send them a review invite.
ActionWrite

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More things you can do with Teamleader Focus and Swell

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

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
- Tag
Action
Write

- Name
  Required
- Phone
  Required
- Location ID
  Required
- Send a template?
  Required
- Template ID
- Message
- Direction
  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
- Name
  Required
- Phone Number
- Email
- Location ID
Action
Write
- Name
  Required
- Email
- Phone
- Tags
- Override Send Limitation
- Location ID
  Required
- Campaign ID
  Required
- How to send
  Required
- Date
- Hour
- Minute
- AM or PM
Action
Write
- Tag Name
  Required
- Date
- Hour
- Minute
- AM or PM
Action
Write

About Swell

Swell helps your business generate new reviews and generate feedback from customers.

HelpHelp

Related categories

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.