Evernote + Teamleader Focus
Create notes in Evernote when new deals are accepted in Teamleader Focus
After a deal or quotation has been accepted in Teamleader Focus, you'll want to store this information in Evernote, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new note to the notebook of your choice whenever a new deal is accepted in Teamleader Focus. This way, you'll never miss out on your lead follow up!
After a deal or quotation has been accepted in Teamleader Focus, you'll want to store this information in Evernote, where you keep track of all your to do's and follow up for the next few days. This Zapier automation allows you to do this by adding a new note to the notebook of your choice whenever a new deal is accepted in Teamleader Focus. This way, you'll never miss out on your lead follow up!
- When this happens...Deal Accepted
Triggers when a deal is accepted.
- automatically do this!Create Note
Triggers when a new note is created in or moved to a notebook.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
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
