Elevated CRM + Teamleader Focus
Create or update Elevated CRM contacts from new Teamleader Focus contacts
Keep your contacts organized and up-to-date with this efficient workflow. When a new contact is added in Teamleader Focus, it instantly creates or updates their information in Elevated CRM using their email address. This seamless process ensures your contact lists are always accurate and you never miss important updates for your clients.
Keep your contacts organized and up-to-date with this efficient workflow. When a new contact is added in Teamleader Focus, it instantly creates or updates their information in Elevated CRM using their email address. This seamless process ensures your contact lists are always accurate and you never miss important updates for your clients.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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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
