Finaeo + Teamleader Focus

Create new Finaeo contacts from newly added Teamleader Focus companies

Effortlessly streamline your client management by connecting Teamleader Focus and Finaeo. With this workflow, every time a new company is added in Teamleader Focus, a contact will be created in Finaeo, ensuring your client information stays consistent and up-to-date across both platforms. No more manual data entry or missed updates, just smooth client management and improved productivity.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
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
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Sex
- EmailRequired
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- EmailRequired
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact IDRequired
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First NameRequired
- Middle Name
- Last NameRequired
- Maiden Name
- Email
- Team IDRequired
Action
Search

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
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 Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
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Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
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- TitleRequired
- DescriptionRequired
- Event DateRequired
- TypeRequired
- Contact IDRequired
Action
Write
- TitleRequired
- DescriptionRequired
- Event DateRequired
- TypeRequired
- Contact IDRequired
- Team IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact IDRequired
- Team IDRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Maiden Name
- Email
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team IDRequired
Action
Search

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.