Teamleader Focus + Touch & Sell

Create contacts in Teamleader Focus from new form submissions in Touch & Sell

Effortlessly keep your Teamleader Focus contacts up-to-date with this seamless workflow. When a new form is submitted in the Touch & Sell app, this automation will create a contact in Teamleader Focus, ensuring you always have the most current information at your disposal. Save time and stay organized by connecting Touch & Sell and Teamleader Focus with this efficient solution.

When this happens...
New Form Submit
Triggers when a new form submission is sent.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Mail
Triggers when a new mail is sent from Touch & Sell.
Trigger
Scheduled
Try It
- Form IdRequired
Trigger
Scheduled
Try It
- Type
- Active
- Name
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- FileRequired
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
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
- IdRequired
Action
Search

New Form
Triggers when a new form is created.
Trigger
Scheduled
Try It
New Document
Triggers when a new document is created at Touch & Sell.
Trigger
Scheduled
Try It
New Notification
Triggers when a new notification is created at Touch & Sell.
Trigger
Scheduled
Try It
- Media IDRequired
- TypeRequired
- NameRequired
- Parent FolderRequired
- ActiveRequired
- Order
- Tags
Action
Write
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
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
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write
- IdRequired
Action
Search

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Touch & Sell

Touch & Sell is a sales enablement application to improve your presentations and align your marketing and sales teams.

Help

Related categories

Sales & CRM

Teamleader Focus + Touch & Sell

Create contacts in Teamleader Focus from new form submissions in Touch & Sell

New Mail

New Form Submit

New Node

Type

Active

Name

New User

Create Document

New Company

Invoice Paid

Create Company

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

Create Deal

Summary

Contact Person

Source

Department

Responsible User

Phase

Estimated Value Amount

Estimated Value Currency

Estimated Probability

Estimated Closing Date

Custom Fields

Find Company

New Form

New Document

New Notification

Create Entry

Order

Tags

New Deal

New Contact

Deal Accepted

Create Contact

First name

Salutation

Primary

Telephone

Mobile

Fax

Website

Street

Zip code