Integrations funnelytics Teamleader Focus
funnelytics + Teamleader Focus

Connect funnelytics and Teamleader Focus to Build Intelligent Automations

Choose a Trigger

funnelytics

When this happens...

Choose an Action

Teamleader Focus

Automatically do this!

Enable Integrations or automations with these events of funnelytics and Teamleader Focus

Enable Integrations or automations with these events of funnelytics and Teamleader Focus

Triggers

New Deal

New Deal

Trigger when a deal is created.

New Contact

New Contact

Trigger when a new Contact is created.

New Company

New Company

Trigger When a new Company is created.

Deal Accepted

Deal Accepted

Trigger when a deal is updated.

Invoice Paid

Invoice Paid

Triggers when invoice is paid.

Request a new Trigger for funnelytics

Actions

Get User Info

Get User Info

Get user's information

Find Contact

Find Contact

find a contact by Id.

Find Company

Find Company

find a company by Id.

Create Deal

Create Deal

Creates a new deal.

Link Contact To Company

Link Contact To Company

Contact link with a company.

Create Company

Create Company

Creates a new company

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Frequently Asked Questions

How do I start an integration between funnelytics and Teamleader Focus?

To start, connect both your funnelytics and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in funnelytics triggers actions in Teamleader Focus (or vice versa).

Can we customize how data from funnelytics is recorded in Teamleader Focus?

Absolutely. You can customize how funnelytics data is recorded in Teamleader Focus. This includes choosing which data fields go into which fields of Teamleader Focus, setting up custom formats, and filtering out unwanted information.

How often does the data sync between funnelytics and Teamleader Focus?

The data sync between funnelytics and Teamleader Focus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from funnelytics to Teamleader Focus?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between funnelytics and Teamleader Focus?

Yes, you can set conditional logic to control the flow of data between funnelytics and Teamleader Focus. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

funnelytics

About funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

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Teamleader Focus

About Teamleader Focus

Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.

Learn More