• Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

1 min read

Connect your customer journey with Teamleader Focus

By Krystina Martinez · August 28, 2023
Hero with Teamleader Focus and Slack app icons.

Your prospects' first human impression of your business is often your sales team, but you can't rely on their individual talents alone. You need an incredible buyer experience that connects to your customer journey. Teamleader Focus helps you build seamless customer experiences that turn leads into repeat customers. A robust CRM (customer relationship management platform) tool, Teamleader Focus goes beyond sales pipeline tracking with built-in project management, invoicing, and payment processing.

Since you work hard to close deals, it's critical to get customer onboarding right. Fortunately, you can create a simple Zap (our word for our automated workflows) that automatically sends a Slack channel message whenever you accept a deal in Teamleader Focus. You can immediately alert your customer team and make a seamless handoff.

An automated workflow that sends new accepted Teamleader Focus deals to a Slack channel.

The challenge: A rocky onboarding process creates a bad impression for your new customers. 

The solution: Notify relevant teams where you communicate most, so you can ensure a smooth transition and provide a better customer experience.  

Ready to try it yourself? To get started with a Zap template—our pre-made workflows—just click on it, and we'll guide you through the set-up process. It only takes a few minutes.

Send general messages in Slack when new deals are accepted in Teamleader Focus

Send general messages in Slack when new deals are accepted in Teamleader Focus
  • Teamleader Focus logo
  • Slack logo
Teamleader Focus + Slack

Zap difficulty: Beginner

Top tip: Don't use Slack to communicate with your colleagues? No problem! Teamleader Focus connects with tons of team chat and communication tools through Zapier, so your team can ensure customers are taken care of.

This is just the start of all you can do with Teamleader Focus and Zapier. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now with Teamleader Focus, and see what you can create. 

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

mentioned apps

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'