Create integrations between Teamleader Focus and Salesforce
Add Contact to Campaign in Salesforce when New Deal in Teamleader Focus
Add File to Record in Salesforce when New Deal in Teamleader Focus
Add Lead to Campaign in Salesforce when New Deal in Teamleader Focus
Create Contact in Salesforce when New Deal in Teamleader Focus
Create Note in Salesforce when New Deal in Teamleader Focus
Update Contact in Salesforce when New Deal in Teamleader Focus
Create Lead in Salesforce when New Deal in Teamleader Focus
Update Lead in Salesforce when New Deal in Teamleader Focus
Create Record in Salesforce when New Deal in Teamleader Focus
Update Record in Salesforce when New Deal in Teamleader Focus
Actions and Triggers
When this happensTriggers
New Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact is created.
New Company
Trigger When a new Company is created.
Deal Accepted
Trigger when a deal is updated.
Invoice Paid
Triggers when invoice is paid.
New Contact
Triggers when a new Contact is created.
Do thisActions
Get User Info
Get user's information
Find Contact
find a contact by Id.
Find Company
find a company by Id.
Link Contact To Company
Contact link with a company.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
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Frequently Asked Questions
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 MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn More
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