Kommo + Teamleader Focus

Create notes in Kommo for new companies in Teamleader Focus

Easily keep track of new companies added in Teamleader Focus by creating a note in Kommo with this workflow. Whenever a new company is added to Teamleader Focus, a note will be created in Kommo, helping you maintain comprehensive documentation of your business connections. Streamline your record-keeping process and stay organized with this efficient automation.

Easily keep track of new companies added in Teamleader Focus by creating a note in Kommo with this workflow. Whenever a new company is added to Teamleader Focus, a note will be created in Kommo, helping you maintain comprehensive documentation of your business connections. Streamline your record-keeping process and stay organized with this efficient automation.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    KommoKommo
    Create Note

    Creates a new note.

    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
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About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn more

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  • CRM (Customer Relationship Management)

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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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