ActiveCampaign + Teamleader Focus

Add notes to ActiveCampaign deals when new Teamleader Focus companies are created

Effortlessly keep your sales team informed of new companies in Teamleader Focus by adding notes to ActiveCampaign deals. With this automation, every time a new company is added to Teamleader Focus, a corresponding note will be created and attached to a deal in ActiveCampaign. This ensures your sales team has the necessary information to manage their deals effectively and seamlessly.

Effortlessly keep your sales team informed of new companies in Teamleader Focus by adding notes to ActiveCampaign deals. With this automation, every time a new company is added to Teamleader Focus, a corresponding note will be created and attached to a deal in ActiveCampaign. This ensures your sales team has the necessary information to manage their deals effectively and seamlessly.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Note to Deal

    Adds a note to a deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Related categories

  • Marketing Automation

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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

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  • CRM (Customer Relationship Management)

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