Teamleader Focus + Zenvia Conversion

Teamleader Focus + Zenvia Conversion integrations

Create messages in Zenvia Conversion for new companies in Teamleader Focus

Easily stay connected with new clients by sending them a welcome message when they're added to your Teamleader Focus account. With this workflow, whenever a new company is created in Teamleader Focus, a message template will be sent through the Zenvia Conversation app. Improve client relations and save time with this seamless automation process.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Send Message TemplateSends a Message Template from any communication channel listed
ActionWrite

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More things you can do with Teamleader Focus and Zenvia Conversion

Discover other triggers and actions you can use with Teamleader Focus and Zenvia Conversion

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- 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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
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- The app to listen events from
  Required
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
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Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
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New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
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WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
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Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- Prospect
  Required
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
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Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
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- Fields
Trigger
Instant
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Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
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Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
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Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
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WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
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- FirstName
  Required
- LastName
- Phones
- Emails
- Category
- Address
- SubLocality
- Locality
- Region
- Country
- ZipCode
- Source
- Campaign
- Medium
- Provider
- ListingUrl
- Comments
- Store
- ProviderLeadId
Action
Write

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

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