Teamleader Focus + Teamup Calendar
Create events in Teamup Calendar for new companies in Teamleader Focus
Effortlessly stay organized and informed with this workflow that connects Teamleader Focus and Teamup Calendar. Whenever a new company is added in Teamleader Focus, an event will be created in Teamup Calendar. This way, you'll never miss an important milestone or appointment with your clients, ensuring seamless collaboration and communication within your team.
Effortlessly stay organized and informed with this workflow that connects Teamleader Focus and Teamup Calendar. Whenever a new company is added in Teamleader Focus, an event will be created in Teamup Calendar. This way, you'll never miss an important milestone or appointment with your clients, ensuring seamless collaboration and communication within your team.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Event
Create an event by defining each field.
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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
New 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
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
