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Teamleader Focus + Xperiencify

Add new companies in Teamleader Focus to Xperiencify courses as students

Effortlessly manage new companies in Teamleader Focus and get them enrolled in a course on Xperiencify with this workflow. Whenever a new company is added in Teamleader Focus, it will instantly enroll the company as a student in a desired course on Xperiencify. Save time and streamline the onboarding process, ensuring no new company misses out on valuable training materials.

Effortlessly manage new companies in Teamleader Focus and get them enrolled in a course on Xperiencify with this workflow. Whenever a new company is added in Teamleader Focus, it will instantly enroll the company as a student in a desired course on Xperiencify. Save time and streamline the onboarding process, ensuring no new company misses out on valuable training materials.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    XperiencifyXperiencify
    Add Student to a Course

    Creates a Student in Course

    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
    • 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
    • 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

    Action
    Write
    • 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

    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 Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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