Teamleader Focus + Teamwork

Create task lists in Teamwork for new contacts in Teamleader Focus

Create task lists in Teamwork for every new contact added in Teamleader Focus with this seamless workflow. As soon as a new contact is created in Teamleader Focus, a corresponding task list will be set up in Teamwork, helping your team stay organized and efficient while managing multiple projects and contacts. Streamline your process and ensure no task slips through the cracks with this powerful integration.

Create task lists in Teamwork for every new contact added in Teamleader Focus with this seamless workflow. As soon as a new contact is created in Teamleader Focus, a corresponding task list will be set up in Teamwork, helping your team stay organized and efficient while managing multiple projects and contacts. Streamline your process and ensure no task slips through the cracks with this powerful integration.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Task List

    Creates a new task list.

    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
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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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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