Plezi (Plus & Star) + Teamleader Focus

Create new contacts in Teamleader Focus whenever mql contacts occur in Plezi (Plus & Star)

Easily streamline your lead management process with this workflow. When a contact reaches the 'Marketing Qualified Lead' stage in Plezi (Plus & Star), their details are promptly added to Teamleader Focus. This optimizes your lead generation efforts by ensuring no potential customers fall through the cracks. Perfect for sales and marketing teams looking to maximize their efficiency.

When this happens...
MQL Contacts
Triggers when a contact become a MQL so has the score defined by MQL threshold.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- ContentRequired
Trigger
Polling
Try It
Contacts Recently Changed
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact emailRequired
- DescriptionRequired
- PointsRequired
Action
Write
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It

Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- 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

Contacts Created
Triggers when a contact is created.
Trigger
Polling
Try It
MQL Contacts
Triggers when a contact become a MQL so has the score defined by MQL threshold.
Trigger
Polling
Try It
- SourceRequired
Action
Write
New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- 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