Teamleader Focus + Vanilla

Teamleader Focus + Vanilla integrations

Create new Vanilla customers from new Teamleader Focus companies

Effortlessly keep your customer data in sync between Teamleader Focus and Vanilla with this seamless automation. With this workflow, every time a new company is added in Teamleader Focus, a customer will be created in the Vanilla app. Stay organized and save time managing your customer information across platforms.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with Teamleader Focus and Vanilla

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

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- 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
New Tag
Triggers when a new tag is created.
Trigger
Instant
Try It

- Location
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
- Email
- City
- Zip Code
- Address
- Status
- Tags
- Send Invitation Message
- Message Type
- Message Template
Action
Write
- ID
  Required
- Phone number
  Required
- Name
  Required
- Email
- City
- Zip Code
- Address
- Status
- Tags
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- 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
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
Update Customer
Triggers when existing customer is updated.
Trigger
Instant
Try It
- Tag's name
  Required
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 Vanilla

Vanilla helps businesses grow by increasing customer engagement with messaging campaigns.