Synchroteam + Teamleader Focus

Synchroteam + Teamleader Focus integrations

Create new Synchroteam customers from Teamleader Focus contacts

Effortlessly streamline your customer onboarding process with this Teamleader Focus and Synchroteam automation. Whenever a new contact is added in Teamleader Focus, a customer will be created in Synchroteam, simplifying your workflow and ensuring the smooth integration of information across platforms. Stay organized and maintain consistency in your customer management systems with ease.

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

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More things you can do with Teamleader Focus and Synchroteam

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

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
- Show
  Required
Trigger
Polling
Try It

- Show
Trigger
Polling
Try It
- Equipment Reference
- Equipment name
  Required
- Customer Reference
  Required
- Site Reference
Action
Write
- Site Reference
- Site Name
  Required
- Address
  Required
- Customer reference
  Required
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- MyId
- Num
Action
Search
- Id
- myId
- Name
  Required
- Address
  Required
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Search or write
- Id
- Job reference
- Num
- Job description
- Customer reference
- Customer name
  Required
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type name
  Required
- Report template name
Action
Search or write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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
- Show
  Required
Trigger
Polling
Try It
- Show
  Required
Trigger
Polling
Try It
- myId
- Name
  Required
- Address
  Required
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Write
- Job reference
- Job description
- Customer reference
- Customer name
  Required
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type name
  Required
- Report template name
Action
Write
- Job Id
- Job reference
- Job number
- Scheduled date start
  Required
- Scheduled date end
  Required
- Technician's login
  Required
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- myId
- Name
Action
Search
- Id
- Equipment Reference
- Equipment name
  Required
- Customer Reference
  Required
- Site Reference
Action
Search or write
- Id
- Site Reference
- Site Name
  Required
- Address
  Required
- Customer reference
  Required
Action
Search or write

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

HelpHelp

Related categories

Scheduling & Booking

About Teamleader Focus

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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