Teamleader Focus + Urable integrations
Create or update Urable customers from new Teamleader Focus contacts
Efficiently manage your contacts and customers with this Teamleader Focus and Urable integration. When a new contact is added in Teamleader Focus, this workflow will either update an existing customer or create a new one in your Urable app. Save time while ensuring your data is always up-to-date and streamlined across both platforms.
- When this happens...New ContactTriggers when a new contact is added.
- automatically do this!Update/Create CustomerFinds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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More things you can do with Teamleader Focus and Urable
Discover other triggers and actions you can use with Teamleader Focus and Urable
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant - 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
ActionWrite
- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Company 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
ActionWrite- 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
ActionWrite
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Related categories
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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