Integrations Teamleader Focus Survey Funnel
Teamleader Focus + Survey Funnel

Connect Teamleader Focus and Survey Funnel to Build Intelligent Automations

Choose a Trigger

Teamleader Focus

When this happens...

Choose an Action

Survey Funnel

Automatically do this!

Enable Integrations or automations with these events of Teamleader Focus and Survey Funnel

Enable Integrations or automations with these events of Teamleader Focus and Survey Funnel

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 Teamleader Focus

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 Teamleader Focus and Survey Funnel?

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

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

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

How often does the data sync between Teamleader Focus and Survey Funnel?

The data sync between Teamleader Focus and Survey Funnel 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 Teamleader Focus to Survey Funnel?

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 Teamleader Focus and Survey Funnel?

Yes, you can set conditional logic to control the flow of data between Teamleader Focus and Survey Funnel. 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.

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.

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Survey Funnel

About Survey Funnel

Survey Funnel creates automated survey funnels for your marketing so that you can segment leads as they opt in and send their data to your CRM.

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