Create integrations between Teamleader Focus and Salesmate
Add Note in Salesmate when New Deal in Teamleader Focus
Create Activity in Salesmate when New Deal in Teamleader Focus
Create Company in Salesmate when New Deal in Teamleader Focus
Search User in Salesmate when New Deal in Teamleader Focus
Create Contact in Salesmate when New Deal in Teamleader Focus
Create Deal in Salesmate when New Deal in Teamleader Focus
Update Activity in Salesmate when New Deal in Teamleader Focus
Update Company in Salesmate when New Deal in Teamleader Focus
Update Contact in Salesmate when New Deal in Teamleader Focus
Update Deal in Salesmate 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.
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 Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
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