MyDesk + Teamleader Focus

Create tasks in MyDesk for new companies in Teamleader Focus

Effortlessly stay on top of your new clients with this Teamleader Focus and MyDesk integration. Whenever a new company is added in Teamleader Focus, a task is created in MyDesk, ensuring you never miss an opportunity to engage and nurture your growing client base. Save time and maintain organization by streamlining your workflow with this simple yet powerful automation.

Effortlessly stay on top of your new clients with this Teamleader Focus and MyDesk integration. Whenever a new company is added in Teamleader Focus, a task is created in MyDesk, ensuring you never miss an opportunity to engage and nurture your growing client base. Save time and maintain organization by streamlining your workflow with this simple yet powerful automation.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    MyDeskMyDesk
    Create Task

    Creates a Task.

    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
mydesk logo
mydesk logo

About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Related categories

  • CRM (Customer Relationship Management)

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier