Teamleader Focus + WPForms

Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in WPForms

After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!

After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this...
    Teamleader FocusTeamleader Focus
    Create Contact

    Creates a new contact.

    ActionWrite
  3. then do this...
    Teamleader FocusTeamleader Focus
    Create Company

    Creates a new company.

    ActionWrite
  4. then do this...
    Teamleader FocusTeamleader Focus
    Link Contact to Company

    Links a contact to a company.

    ActionWrite
  5. then do this!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • 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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Help

Related categories

  • Forms & Surveys
  • WordPress

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