Teamleader Focus + Workamajig

Create new Workamajig opportunities from new Teamleader Focus contacts

Effortlessly manage your new contacts and nurture potential deals with this Teamleader Focus to Workamajig automation. Once set up, this streamlined workflow creates an opportunity in Workamajig every time a new contact is added in Teamleader Focus. Stay on top of your leads and maximize your chances of converting them into successful business relationships with this seamless integration.

Effortlessly manage your new contacts and nurture potential deals with this Teamleader Focus to Workamajig automation. Once set up, this streamlined workflow creates an opportunity in Workamajig every time a new contact is added in Teamleader Focus. Stay on top of your leads and maximize your chances of converting them into successful business relationships with this seamless integration.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    WorkamajigWorkamajig
    Create Opportunity

    Creates a new opportunity.

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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workamajig logo

About Workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

Related categories

  • Project Management