Tally + Teamleader Focus
Create deals in Teamleader Focus from new Tally submissions
Effortlessly manage new submissions from Tally by creating deals in Teamleader Focus with this streamlined workflow. Whenever a new submission is received in Tally, a deal will be created in Teamleader Focus, making it easier to track and organize your leads. Save time and stay organized by automating this process and ensuring consistent data across both platforms.
Effortlessly manage new submissions from Tally by creating deals in Teamleader Focus with this streamlined workflow. Whenever a new submission is received in Tally, a deal will be created in Teamleader Focus, making it easier to track and organize your leads. Save time and stay organized by automating this process and ensuring consistent data across both platforms.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Deal
Creates a new deal.
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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
