Tally + Teamleader Focus
Create new Teamleader Focus companies from Tally submissions
Effortlessly manage your new submissions and company data with this seamless workflow between Tally and Teamleader Focus. When a new submission is made in Tally, this automation will create a company in Teamleader Focus with that information. Save time and improve data accuracy by eliminating manual data entry tasks and keeping your records up-to-date.
Effortlessly manage your new submissions and company data with this seamless workflow between Tally and Teamleader Focus. When a new submission is made in Tally, this automation will create a company in Teamleader Focus with that information. Save time and improve data accuracy by eliminating manual data entry tasks and keeping your records up-to-date.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Company
Creates a new company.
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Select a formRequired
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
