Pointerpro + Teamleader Focus
Create new Teamleader Focus contacts from new Pointerpro survey responses
This workflow begins when a new survey response is recorded in Pointerpro. The response data is then utilized to create a new contact within the Teamleader Focus app. This efficient automation ensures that every survey participant from Pointerpro is promptly registered as a new contact in Teamleader Focus, simplifying the data transfer process and saving your valuable time.
This workflow begins when a new survey response is recorded in Pointerpro. The response data is then utilized to create a new contact within the Teamleader Focus app. This efficient automation ensures that every survey participant from Pointerpro is promptly registered as a new contact in Teamleader Focus, simplifying the data transfer process and saving your valuable time.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Create Contact
Creates a new contact.
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SurveyRequired
Try ItNew 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 It
First NameRequired
Last NameRequired
EmailRequired
Personal ID
Do Not Mail
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
