Syncro + Teamleader Focus

Create Syncro customers from new Teamleader Focus companies

Effortlessly maintain an organized client database by connecting Teamleader Focus with Syncro. This workflow triggers whenever a new company is added in Teamleader Focus, creating a corresponding customer in Syncro. Stay on top of your client management and streamline your operations with this seamless automation.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Customer
Creates a Customer in your Syncro account.
ActionWrite

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Supported triggers and actions

What does this mean?

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 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
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It

New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
Try It
- Appointment SubjectRequired
- Appointment Starts AtRequired
- Appointment Ends AtRequired
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Ticket IDRequired
- Start AtRequired
- Ends AtRequired
- User IDRequired
- Notes
- Product ID
- Comment ID
Action
Write
- Contact IDRequired
- Contact Name
- Customer ID
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip/Postal Code
- Contact Email
- Contact Phone
- Contact Title
- Contact Mobile Phone
- Contact Notes
Action
Write
- Ticket IDRequired
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
- Due Date
- Location ID
- Problem Type
- Ticket Status
- Assigned User ID
- Ticket Priority
- Contact ID
- Ticket SLA ID
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 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
Action
Write
- 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
Action
Write
- IdRequired
Action
Search
New Customer
Triggers when you create a customer.
Trigger
Instant
Try It
New Payment
Triggers when a payment is made.
Trigger
Instant
Try It
New Ticket
Triggers when a Ticket is created.
Trigger
Instant
Try It
Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
Try It
- Customer IDRequired
- Contact NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write
- Customer IDRequired
- Estimate DateRequired
- Estimate Note
- Estimate StatusRequired
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or EmailRequired
- Ticket SubjectRequired
- Issue TypeRequired
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write
- Phone NumberRequired
Action
Write
- Customer IDRequired
- Business Name
- First Name
- Last Name
- Customer Email
- Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Customer Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teamleader Focus

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Syncro + Teamleader Focus

Create Syncro customers from new Teamleader Focus companies

New Deal

New Contact

Deal Accepted

Create Contact

First name

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

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

New Invoice

New RMM Alert

Ticket Resolved

Create Appointment

Appointment SubjectRequired

Appointment Starts AtRequired

Appointment Ends AtRequired

Appointment Description

Appointment Location Type

Appointment Location

Ticket ID

Appointment Owner

Additional Attendees

All Day

Customer ID

Create Customer

First Name

Last Name

Business Name

Email Address

Phone Number

Mobile Phone

Street Address (Line 1)

Address Line 2

City

State/County

Zip/Postal Code

Custom Fields

Create Lead

First Name

Last Name

Business Name

Email Address

Phone Number