Cliengo + Teamleader Focus
Create new Cliengo customers when new companies are added in Teamleader Focus
Easily keep your contacts synchronized between Teamleader Focus and Cliengo with this efficient workflow. When a new company is added in Teamleader Focus, a customer will be automatically created in Cliengo, streamlining your customer management process. Maintain organized and up-to-date records without needing to manually update each platform.
Easily keep your contacts synchronized between Teamleader Focus and Cliengo with this efficient workflow. When a new company is added in Teamleader Focus, a customer will be automatically created in Cliengo, streamlining your customer management process. Maintain organized and up-to-date records without needing to manually update each platform.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Crear Cliente / Create Customer
Crear un nuevo contacto / Creates a new customer.
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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
