ClickUp + Teamleader Focus

Create new ClickUp checklists for new Teamleader Focus contacts

Stay organized and efficient by integrating Teamleader Focus and ClickUp with this seamless workflow. When a new contact is added in Teamleader Focus, a checklist will be created in ClickUp, ensuring that all necessary tasks are accounted for and completed. This smooth automation helps you save time and maintain consistency across your contact management process.

Stay organized and efficient by integrating Teamleader Focus and ClickUp with this seamless workflow. When a new contact is added in Teamleader Focus, a checklist will be created in ClickUp, ensuring that all necessary tasks are accounted for and completed. This smooth automation helps you save time and maintain consistency across your contact management process.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    New Checklist

    Add a checklist to a task

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Deal Accepted

    Triggers when a deal is accepted.

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
  • Teamleader Focus triggers, actions, and search

    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is paid.

    Trigger
    Instant
    Try It
    • 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
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn moreHelp

Related categories

  • Project Management

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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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