Bloom Growth + Teamleader Focus

Update Bloom Growth metrics when new companies are created in Teamleader Focus

Effortlessly keep track of your business metrics with this seamless automation between Teamleader Focus and Bloom Growth. When a new company is added in Teamleader Focus, this workflow instantly updates a specified metric in your Bloom Growth dashboard. Stay on top of your company's progress and make data-driven decisions with this efficient solution.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Update Metric
Triggers when a Metric is updated
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
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
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It

- ProcessRequired
- StepRequired
- (Optional) Filter on User
Trigger
Instant
Try It
- Which measurable?
Trigger
Instant
Try It
- For MeetingRequired
- Headline TitleRequired
- Headline Notes
- Owner
Action
Write
- For MeetingRequired
- To-do TitleRequired
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- MeasurableRequired
- ValueRequired
- Day Offset
Action
Write
- RockRequired
- Rock Title
- Rock Owner
- Status
Action
Write
- To-doRequired
- To-do Title
- To-do Due Date
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- 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
- IdRequired
Action
Search
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Fire WhenRequired
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- For MeetingRequired
- Issue TitleRequired
- Issue Notes
- For User
Action
Write
- To-do TitleRequired
- To-do Notes
- To-do Due Date
Action
Write
- ProcessRequired
Action
Write
- MeasurableRequired
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- MeasurableRequired
- Week NumberRequired
- ValueRequired
Action
Write
- To-doRequired
- Is CompleteRequired
Action
Write

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

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