How to connect Teamleader Focus + Wufoo
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- Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Wufoo
Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Wufoo
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
Must be in the following format: yyyy-mm-dd.
Iban
Bic
Remarks
Tags
Custom Fields
Provide "Custom Field ID" and "Value". IDs can be found here
Marketing mails consent
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
Provide "Custom Field ID" and "Value". IDs can be found here
Marketing Mails Consent
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Must be in the following format: yyyy-mm-dd.
Custom Fields
Provide "Custom Field ID" and "Value". IDs can be found here
How Teamleader Focus + Wufoo Integrations Work
- Step 1: Authenticate Teamleader Focus and Wufoo.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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