Teamleader Focus + Workamajig

Teamleader Focus + Workamajig integrations

Create new opportunities in Workamajig when new companies are added to Teamleader Focus

Easily manage your sales process by connecting Teamleader Focus and Workamajig with this powerful workflow. When a new company is added in Teamleader Focus, an opportunity will be created in Workamajig, allowing you to track deals and streamline your pipeline efficiently. Boost your sales team's productivity and stay organized with this seamless integration.

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

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More things you can do with Teamleader Focus and Workamajig

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

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
Updated Company
Triggers when a company is updated.
Trigger
Instant
Try It

Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Update Lead
This trigger gets called when a lead is updated in Workamajig
Trigger
Instant
Try It
Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Email
  Required
- Group Name
- Group Key
Action
Write
- First Name
  Required
- Contact Owner
- Last Name
  Required
- Middle Name
- Salutation
- Phone
- Cell
- Title
- Email
- Company Name
- Linked Company Name
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Children
- Spouse Name
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Contact Name
- Opportunity Owner
- Linked Company Name
- Status
- Stage
- Current Status
- Competitors
- Sale Amount
- Probability
- Comments
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Outcome
- Outcome Comment
- GL Company
- Project Type
Action
Write
- Opportunity Company
  Required
- Opportunity Name
  Required
Action
Search

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 Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Subject
  Required
- Linked Contact
- Linked Lead
- Opportunity Key
- Completed
- Private
- Activity Date
- Linked Company
- Activity Type
- Notes
Action
Write
- Active
- Comments
- Update Existing
- Company Name
  Required
- Phone
- Fax
- Website
- Address1
- Address2
- City
- State
- Postal Code
- Country
- Primary Contact
- Company Owner
- Company Type
- Source
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Salutation
- Company Name
- Phone
- Cell
- Title
- Email
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Spouse Name
- Children
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- Lead Key
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Competitors
- Sale Amount
- Probability
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Comments
- Bid
- Contact Name
- Linked Company Name
- Status
- Stage
- Opportunity Owner
- Outcome
- Outcome Comment
- GL Company
- Project Type
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

Related categories

CRM (Customer Relationship Management)

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About Workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create Workamajig activities for new Teamleader Focus contacts

Create companies in Workamajig when new companies are added in Teamleader Focus