iubenda + Teamleader Focus
Create new consents in iubenda for new companies in Teamleader Focus
Easily keep track of consents with this workflow that connects Teamleader Focus and iubenda apps. When a new company is added in Teamleader Focus, a new consent will be created in iubenda, ensuring you maintain compliance and organized records of user consents. This seamless integration simplifies your data management and saves you time, so you can focus on growing your business.
Easily keep track of consents with this workflow that connects Teamleader Focus and iubenda apps. When a new company is added in Teamleader Focus, a new consent will be created in iubenda, ensuring you maintain compliance and organized records of user consents. This seamless integration simplifies your data management and saves you time, so you can focus on growing your business.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create a New Consent
This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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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
