Teamleader Focus and Salesflare
How to connect Teamleader Focus
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Deal in Teamleader Focus, create opportunity in Salesflare.
- When new Company in Teamleader Focus, find or create account in Salesflare.
- When new Contact in Teamleader Focus, find or create contact in Salesflare.
- When invoice Paid in Teamleader Focus, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create Company in Teamleader Focus.
- When new Opportunity in Salesflare, create Deal in Teamleader Focus.
About Teamleader Focus
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Teamleader Focus operations on Zapier
Triggers (5)
Start a workflow when this happens
- Deal Accepted — Triggers when a deal is accepted.
- Invoice Paid — Triggers when an invoice is paid.
- New Company — Triggers when a new Company is added.
- New Contact — Triggers when a new contact is added.
- New Deal — Triggers when a new deal is created.
Actions (5)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Deal — Creates a new deal.
- Create Draft Invoice — Creates a draft invoice in Teamleader Focus.
- Link Contact to Company — Links a contact to a company.
Searches (2)
Look up existing records
- Find Company — Finds a company by Id.
- Find Contact — Finds a contact by Id.
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