Clinchd + Teamleader Focus

Create new Clinchd contacts when new Teamleader Focus companies are added

Effortlessly maintain your contacts across Teamleader Focus and Clinchd with this seamless workflow. Whenever a new company is added in Teamleader Focus, a corresponding contact will be created in Clinchd. Experience a smooth and organized contact management process, saving time and ensuring consistency across platforms.

Effortlessly maintain your contacts across Teamleader Focus and Clinchd with this seamless workflow. Whenever a new company is added in Teamleader Focus, a corresponding contact will be created in Clinchd. Experience a smooth and organized contact management process, saving time and ensuring consistency across platforms.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    ClinchdClinchd
    Create Contact

    Create a new contact on Clinchd

    ActionWrite
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Supported triggers and actions

    • 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
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clinchd logo

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Related categories

  • Sales & CRM
teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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