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Teamleader Focus + Upscale

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.

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.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    UpscaleUpscale
    Save Prospect

    Create or Update a Prospect in Upscale

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Deal Accepted

    Triggers when a deal is accepted.

    Trigger
    Instant
    Try It

    • First 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

    Action
    Write
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About Teamleader Focus

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

Related categories

  • 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.

Related categories