Callbell + Teamleader Focus

Create new Teamleader Focus contacts from new Callbell messages

Streamline your customer relationship management by linking Callbell with Teamleader Focus. With this workflow, each new message in Callbell results in the simultaneous creation of a corresponding contact in Teamleader Focus. This automation amalgamates your customer data from a variety of channels, resulting in simplified customer engagement and boosted efficiency.

When this happens...
Message Created
Triggers when a new message is created
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created in Callbell
Trigger
Instant
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Contact Updated
Triggers when a contact is updated
Trigger
Instant
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Conversation Opened
Triggers when a conversation is (re)opened.
Trigger
Instant
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Message Created
Triggers when a new message is created
Trigger
Instant
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- nameRequired
- SourceRequired
- identifierRequired
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write

- ToRequired
- TypeRequired
- Template UUIDRequired
- Channel UUID
- Template Values
- Attachment URL
- Fields
Action
Write
- Contact UUIDRequired
- Name
- Tags
- Custom Fields
- Assigned User
- Unassign User
- Team UUID
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

Contact Deleted
Triggers when a contact in Callbell is deleted
Trigger
Instant
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Conversation Closed
Triggers when a conversation is closed.
Trigger
Instant
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- EventsRequired
Trigger
Instant
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Message Status Updated
Triggers when a message status is updated
Trigger
Instant
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- fromRequired
- toRequired
- textRequired
Action
Write
- Contact UUIDRequired
- StatusRequired
Action
Write
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
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