Teamleader Focus + Zoho CRM
Add new Teamleader Focus companies to Zoho CRM as module entries
Effortlessly track and manage new companies in Teamleader Focus with this seamless workflow that connects to Zoho CRM. When a new company is added in Teamleader Focus, this process instantly creates a corresponding entry in Zoho CRM, ensuring your information stays up-to-date and consistent across both platforms. Save time and concentrate on building relationships with your clients by simplifying this crucial data management task.
Effortlessly track and manage new companies in Teamleader Focus with this seamless workflow that connects to Zoho CRM. When a new company is added in Teamleader Focus, this process instantly creates a corresponding entry in Zoho CRM, ensuring your information stays up-to-date and consistent across both platforms. Save time and concentrate on building relationships with your clients by simplifying this crucial data management task.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
Iban
Bic
Remarks
Tags
Custom Fields
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
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
Custom Fields
