Paperless Forms + Teamleader Focus
Create new deals in Teamleader Focus for new Paperless Forms entries
Effortlessly manage new client deals with this seamless workflow between Paperless Forms and Teamleader Focus. When a new entry is submitted in Paperless Forms, a deal will be created in Teamleader Focus, ensuring all relevant information is organized in your CRM. Stay on top of your business opportunities and streamline your sales process with this easy-to-use automation.
Effortlessly manage new client deals with this seamless workflow between Paperless Forms and Teamleader Focus. When a new entry is submitted in Paperless Forms, a deal will be created in Teamleader Focus, ensuring all relevant information is organized in your CRM. Stay on top of your business opportunities and streamline your sales process with this easy-to-use automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Deal
Creates a new deal.
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Form Name
Try ItNew 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
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
