Tally + Teamleader Focus
Create new Teamleader Focus contacts from new Tally submissions
Keep your client contact details continually updated without the manual labor. With this workflow, each time you receive a new submission in Tally, the respondent's info is used to create a new contact in Teamleader Focus. This process ensures you never miss adding a new client in Teamleader Focus, allowing you to concentrate on building strong client relationships instead of data entry.
Keep your client contact details continually updated without the manual labor. With this workflow, each time you receive a new submission in Tally, the respondent's info is used to create a new contact in Teamleader Focus. This process ensures you never miss adding a new client in Teamleader Focus, allowing you to concentrate on building strong client relationships instead of data entry.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a new contact.
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Select a formRequired
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
