Connectly.ai + Teamleader Focus

Send whatsapp template messages for new Teamleader Focus contacts with Connectly.ai

Easily stay connected with your new contacts by sending a WhatsApp message as soon as they're added to Teamleader Focus. With this automation, every time a new contact is created in Teamleader Focus, a WhatsApp template message will be sent via Connectly.ai, ensuring that your contacts receive a warm welcome and vital information right from the start. This not only saves you time but also helps build strong relationships with your clients.

Easily stay connected with your new contacts by sending a WhatsApp message as soon as they're added to Teamleader Focus. With this automation, every time a new contact is created in Teamleader Focus, a WhatsApp template message will be sent via Connectly.ai, ensuring that your contacts receive a warm welcome and vital information right from the start. This not only saves you time but also helps build strong relationships with your clients.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    Connectly.aiConnectly.ai
    Send a WhatsApp Template Message

    Send a WhatsApp template message through your connected WhatsApp Business Account on Connectly.ai

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
connectlyai logo
connectlyai logo

About Connectly.ai

Connectly uses AI to simplify how you talk to your customers across WhatsApp, SMS, Facebook Messenger and Instagram. Drive engagement, increase conversions and make customers happy — all from one place.

Related categories

  • Communication
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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