Popular ways to use Teamleader Focus workflows

• Create notes in Evernote when new deals are accepted in Teamleader Focus

  

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  Teamleader Focus, Evernote

  Teamleader Focus + Evernote

  More details

  1. 

     When this happens

     Step 1: Deal Accepted

  2. 

     Then do this

     Step 2: Create Note

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  Create notes in Evernote when new deals are accepted in Teamleader Focus

  

  by Zapier

  Zapier

  Create notes in Evernote when new deals are accepted in Teamleader Focus

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  Teamleader Focus, Evernote

  Teamleader Focus + Evernote

• Create tasks in Todoist when new deals are accepted in Teamleader Focus

  

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  Teamleader Focus, Todoist

  Teamleader Focus + Todoist

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  1. 

     When this happens

     Step 1: Deal Accepted

  2. 

     Then do this

     Step 2: Create Task

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  Create tasks in Todoist when new deals are accepted in Teamleader Focus

  

  by Zapier

  Zapier

  Create tasks in Todoist when new deals are accepted in Teamleader Focus

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  Teamleader Focus, Todoist

  Teamleader Focus + Todoist

• Send follow-up emails via Gmail when new deals are accepted in Teamleader Focus

  

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  Teamleader Focus, Gmail

  Teamleader Focus + Gmail

  More details

  1. 

     When this happens

     Step 1: Deal Accepted

  2. 

     Then do this

     Step 2: Send Email

  See Zap detailsTry it

  Send follow-up emails via Gmail when new deals are accepted in Teamleader Focus

  

  by Zapier

  Zapier

  Send follow-up emails via Gmail when new deals are accepted in Teamleader Focus

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  Teamleader Focus, Gmail

  Teamleader Focus + Gmail

• Send follow-up emails via Office 365 when new deals are accepted in Teamleader Focus

  

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  Teamleader Focus, Microsoft Office 365

  Teamleader Focus + Microsoft Office 365

  More details

  1. 

     When this happens

     Step 1: Deal Accepted

  2. 

     Then do this

     Step 2: Send Email

  See Zap detailsTry it

  Send follow-up emails via Office 365 when new deals are accepted in Teamleader Focus

  

  by Zapier

  Zapier

  Send follow-up emails via Office 365 when new deals are accepted in Teamleader Focus

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  Teamleader Focus, Microsoft Office 365

  Teamleader Focus + Microsoft Office 365

• Send welcome emails via Gmail when new contacts are added in Teamleader Focus

  

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  Zapier

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  Teamleader Focus, Gmail

  Teamleader Focus + Gmail

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Send Email

  See Zap detailsTry it

  Send welcome emails via Gmail when new contacts are added in Teamleader Focus

  

  by Zapier

  Zapier

  Send welcome emails via Gmail when new contacts are added in Teamleader Focus

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  • 
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  Teamleader Focus, Gmail

  Teamleader Focus + Gmail

• Send welcome emails via Office 365 when new contacts are added in Teamleader Focus

  

  by Zapier

  Zapier

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  Teamleader Focus, Microsoft Office 365

  Teamleader Focus + Microsoft Office 365

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Send Email

  See Zap detailsTry it

  Send welcome emails via Office 365 when new contacts are added in Teamleader Focus

  

  by Zapier

  Zapier

  Send welcome emails via Office 365 when new contacts are added in Teamleader Focus

  Try it

  • 
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  Teamleader Focus, Microsoft Office 365

  Teamleader Focus + Microsoft Office 365

• Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Jotform

  

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  Jotform, Teamleader Focus

  Jotform + Teamleader Focus

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  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Contact

  3. 

     Then do this

     Step 3: Create Company

  4. 

     Then do this

     Step 4: Link Contact to Company

  5. 

     Then do this

     Step 5: Create Deal

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  Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Jotform

  

  by Zapier

  Zapier

  Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Jotform

  Try it

  • 
  • +3
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  Jotform, Teamleader Focus

  Jotform + Teamleader Focus

• Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Wufoo

  

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  Zapier

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  Wufoo, Teamleader Focus

  Wufoo + Teamleader Focus

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Contact

  3. 

     Then do this

     Step 3: Create Company

  4. 

     Then do this

     Step 4: Link Contact to Company

  5. 

     Then do this

     Step 5: Create Deal

  See Zap detailsTry it

  Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Wufoo

  

  by Zapier

  Zapier

  Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Wufoo

  Try it

  • 
  • +3
  • 

  Wufoo, Teamleader Focus

  Wufoo + Teamleader Focus

• 

  New Deal

  Triggers when a new deal is created.

  Trigger

  Instant
• 

  New Company

  Triggers when a new Company is added.

  Trigger

  Instant
• 

  New Contact

  Triggers when a new contact is added.

  Trigger

  Instant
• 

  Invoice Paid

  Triggers when an invoice is paid.

  Trigger

  Instant
• 

  Deal Accepted

  Triggers when a deal is accepted.

  Trigger

  Instant
• 

  Create Company

  Creates a new company.

  Action

  Write
• 

  Create Contact

  Creates a new contact.

  Action

  Write
• 

  Create Deal

  Creates a new deal.

  Action

  Write
• Teamleader Focus

  Links a contact to a company.

  Scheduled

  Action

• Teamleader Focus

  Finds a company by Id.

  Scheduled

  Action

• Teamleader Focus

  Finds a contact by Id.

  Scheduled

  Action