Take The Lead + Teamleader Focus
Create Teamleader Focus deals from new leads in Take the Lead
This Zap template directly sends new leads in Take the Leads to Teamleader Focus CRM.
This Zap template directly sends new leads in Take the Leads to Teamleader Focus CRM.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is created.
Try ItNew Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
About Take The Lead
Take The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.
Related categories
About Teamleader Focus
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
