Surefire Local Platform + Teamleader Focus

Create new leads in Surefire Local Platform when companies are added to Teamleader Focus

Effortlessly manage your leads and stay organized with this efficient workflow. When a new company is added in Teamleader Focus, this automation will create a lead within the Surefire Local Platform app. Save time, eliminate manual entry, and ensure a seamless experience between your sales and marketing tools with this easy-to-set-up process.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Lead
Creates a lead from Zapier
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
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
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 Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.