Teamleader Focus + Upscale

Teamleader Focus + Upscale integrations

Create Upscale prospects from new Teamleader Focus companies

Effortlessly streamline your sales process with this Teamleader Focus and Upscale integration. When a new company is added in Teamleader Focus, this workflow will save its details as a prospect in Upscale. Stay organized and save time with this seamless connection between your CRM and sales platform, ensuring no potential client falls through the cracks.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Save ProspectCreate or Update a Prospect in Upscale
ActionWrite

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More things you can do with Teamleader Focus and Upscale

Discover other triggers and actions you can use with Teamleader Focus and Upscale

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- First name
- Last name
  Required
- 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
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
Account Updated
Triggers when an Account is updated.
Trigger
Instant
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
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Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
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- Update By
- Id
- Name
  Required
- Account
- Prospects
- Opportunity Stage
  Required
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company name
  Required
- 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
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
Account Created
Triggers when a new Account is created.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
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- Update By
  Required
- Name
  Required
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect Email
  Required
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect Stage
  Required
- TimeZone (IANA)
- Tags
Action
Write

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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Related categories

Sales & CRM