BuzzBoard Ignite + Teamleader Focus

Create new BuzzBoard Ignite profiles for updated Teamleader Focus companies

Effortlessly manage new clients and gain valuable insights with this Teamleader Focus and BuzzBoard Ignite workflow. When a new company is added in Teamleader Focus, a profile is created in BuzzBoard Ignite, providing you with valuable data to enhance your understanding of your clients. Save time and improve your client management with this seamless automation.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Profile
Triggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- 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
Create Reminder
Adding reminders for the projects
Trigger
Instant
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New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
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New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
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Contact Updated
Updates an existing contact.
Trigger
Instant
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New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
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Note Updated
Updates an existing note.
Trigger
Instant
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- Record Id
- Business NameRequired
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business NameRequired
- First Name
- Last NameRequired
- Phone Number
- EmailRequired
- Mobile Number
- Profile Id
Action
Write
- Contact IdRequired
- First Name
- Last Name
- Phone Number
- Email
- Mobile Number
Action
Write
- Profile Id
- Business Name
- Website
- Record Id
- Zipcode
- City
- State
- Country
- Email
- Phone
- Address
- First Name
- Last Name
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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
New Profile
Triggered every time a new profile is created in BuzzBoard Insights.
Trigger
Instant
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New Facebook Custom Audience
Triggers every time a new facebook custom audience is created in BuzzBoard Insights.
Trigger
Instant
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New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
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Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
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Context Updated
Triggers when profile context is updated.
Trigger
Instant
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Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
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- Profile Id
- Business NameRequired
- Title
- Context
Action
Write
- Profile Id
- Business NameRequired
- Reminder Title
- Reminder Note
- Reminder DateRequired
Action
Write
- Business NameRequired
- SubjectRequired
- Write Note
- Profile Id
Action
Write
- Context idRequired
- Title
- Context
Action
Write
- Note idRequired
- Subject
- Write Note
Action
Write