Add new Teamleader Focus contacts to mailXpert for streamlined contact management
Effortlessly maintain your contact lists between Teamleader Focus and mailXpert with this seamless workflow. When a new contact is added in Teamleader Focus, the automation will create or update the corresponding contact in mailXpert, ensuring your mailing list stays up-to-date and consistent. Concentrate on building relationships with your contacts while this efficient process handles the rest.
Effortlessly maintain your contact lists between Teamleader Focus and mailXpert with this seamless workflow. When a new contact is added in Teamleader Focus, the automation will create or update the corresponding contact in mailXpert, ensuring your mailing list stays up-to-date and consistent. Concentrate on building relationships with your contacts while this efficient process handles the rest.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
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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