DeltaNet CRM + Teamleader Focus

Create new DeltaNet CRM customers from new Teamleader Focus companies

Effortlessly keep your CRM up-to-date with this workflow. Whenever a new company is added in Teamleader Focus, this automation will create a customer in DeltaNet CRM, ensuring your records are always accurate and consistent. Save time and reduce manual data entry by letting this integration handle the transfer of information between the two platforms.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Add Customer
Create a new customer in DeltaNet.
ActionWrite

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Supported triggers and actions

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
- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It

- customer_emailRequired
- NoteRequired
- Date
Action
Write
- Customer emailRequired
- Start DateRequired
- RepeatRequired
- End Date
- ActionRequired
- Note
Action
Write
- Start dateRequired
- End dateRequired
- Event TitleRequired
- Event Info
Action
Write
- Customer EmailRequired
- Group IdRequired
Action
Write
- Customer emailRequired
- Blog IdRequired
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
- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_emailRequired
- Blog IdRequired
Action
Write
- EmailRequired
- Group IDRequired
Action
Write
- Event IdRequired
Action
Write
- Customer EmailRequired
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer emailRequired
- Property AddressRequired
- CityRequired
- StateRequired
- Zip codeRequired
- Showing Date And TimeRequired
- Showing Note
Action
Write