Smiirl + Teamleader Focus
Add values in Smiirl each time new deals are accepted in Teamleader Focus
Simplify your business process with this automation that links Teamleader Focus and Smiirl. Whenever a deal is accepted on Teamleader Focus, a corresponding value is added instantly on your Smiirl counter. This workflow improves efficiency by removing the need to manually update your Smiirl counter each time a deal is accepted, saving you time and ensuring an accurate and real-time display of successful deals on Smiirl.
Simplify your business process with this automation that links Teamleader Focus and Smiirl. Whenever a deal is accepted on Teamleader Focus, a corresponding value is added instantly on your Smiirl counter. This workflow improves efficiency by removing the need to manually update your Smiirl counter each time a deal is accepted, saving you time and ensuring an accurate and real-time display of successful deals on Smiirl.
- When this happens...Deal Accepted
Triggers when a deal is accepted.
- automatically do this!Add Value
Add a new value to the current number displayed on the Counter (eg. current number: 1 000 + new value: 500 = Counter displays: 1 500).
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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
