Teamleader Focus + Zoho CRM

Create Zoho CRM module entries for new Teamleader Focus contacts

Effortlessly keep your customer data up-to-date with this powerful automation between Teamleader Focus and Zoho CRM. Once a new contact is added in Teamleader Focus, this workflow will instantly create a module entry in Zoho CRM, ensuring that your sales team has immediate access to the latest information. Say goodbye to manual data entry and streamline your sales process with this seamless integration.

Effortlessly keep your customer data up-to-date with this powerful automation between Teamleader Focus and Zoho CRM. Once a new contact is added in Teamleader Focus, this workflow will instantly create a module entry in Zoho CRM, ensuring that your sales team has immediate access to the latest information. Say goodbye to manual data entry and streamline your sales process with this seamless integration.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • 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
teamleader logo
teamleader logo

About Teamleader Focus

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

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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