Pipedrive + Teamleader Focus

Create Pipedrive activities for new Teamleader Focus contacts

Keep your sales activities organized and efficient by connecting Teamleader Focus and Pipedrive. With this workflow, every time you add a new contact in Teamleader Focus, their information will be used to update a linked activity in Pipedrive. This way, you'll save time on manual data entry and ensure that your customer information always stays up-to-date.

Keep your sales activities organized and efficient by connecting Teamleader Focus and Pipedrive. With this workflow, every time you add a new contact in Teamleader Focus, their information will be used to update a linked activity in Pipedrive. This way, you'll save time on manual data entry and ensure that your customer information always stays up-to-date.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Activity

    Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

    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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

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  • 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)

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