Connect tl;dv and Funil de Vendas to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate tl;dv with Funil de Vendas - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Note Added" from tl;dv.
Add your action
An action happens after the trigger—such as "Create Opportunity" in Funil de Vendas.
You’re connected!
Zapier seamlessly connects tl;dv and Funil de Vendas, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Note tags
Try ItTriggerInstant- Transcript Added
Triggers when a new transcript is created.
Try ItTriggerInstant - Opportunity titleRequired
- Opportunity value
- Vendor codeRequired
- Methodology codeRequired
- Step code
- Sales Channel codeRequired
- Enterprise nameRequired
- Enterprise document (CNPJ)
- Enterprise state registration (I.E.)
- Enterprise segment
- Enterprise street address
- Contact nameRequired
- Contact e-mail
- Contact phone
- Contact additional phone
- Contact office
- Contact document (CPF)
- Contact additional e-mails
- Name
- Value
- Annotation
ActionWrite
- Recording Added
Triggers when a new recording is created.
Try ItTriggerInstant - Recording nameRequired
- Recording file or recording download URLRequired
ActionWrite
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