Offri + Teamleader Focus

Create new Offri contacts from Teamleader Focus companies

Effortlessly keep your Teamleader Focus and Offri contacts in sync with this seamless workflow. Whenever a new company is added in Teamleader Focus, this automation creates a corresponding contact in Offri to ensure all your essential information remains up-to-date and accessible. Save time and maintain consistency across your business apps with this handy integration.

Effortlessly keep your Teamleader Focus and Offri contacts in sync with this seamless workflow. Whenever a new company is added in Teamleader Focus, this automation creates a corresponding contact in Offri to ensure all your essential information remains up-to-date and accessible. Save time and maintain consistency across your business apps with this handy integration.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Create Contact

    Creates a contact.

    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
offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management
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)

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