Referral Factory + Teamleader Focus
Create Referral Factory users from new Teamleader Focus contacts and qualify them via email
Effortlessly keep track of newly added contacts in your Teamleader Focus app and qualify them with email using this handy workflow. Once set up, each new contact in Teamleader Focus will be sent to Referral Factory for user qualification, making it easy to identify potential leads and manage your marketing efforts more effectively. Save time and streamline your contact management process with this seamless integration.
Effortlessly keep track of newly added contacts in your Teamleader Focus app and qualify them with email using this handy workflow. Once set up, each new contact in Teamleader Focus will be sent to Referral Factory for user qualification, making it easy to identify potential leads and manage your marketing efforts more effectively. Save time and streamline your contact management process with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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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
