Checkvist + Teamleader Focus Integration

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Teamleader Focus + Checkvist Integration

Create Checkvist list for new Teamleader Focus deal

If you're using Teamleader Focus and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Teamleader Focus, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Teamleader Focus and Checkvist accounts and start creating deal!
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Teamleader Focus + Checkvist Integration

Create Checkvist list for new Teamleader Focus contact

When you create a new contact in Teamleader Focus, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Teamleader Focus and Checkvist!
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Checkvist + Teamleader Focus Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • Teamleader Focus
    Contact is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is accepted in Teamleader Focus Instant
  • Teamleader Focus
    Deal is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is updated in Teamleader Focus Instant
  • Teamleader Focus
    Company is created in Teamleader Focus Instant
  • Teamleader Focus
    Invoice is paid in Teamleader Focus Instant
2.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
  • Teamleader Focus
    Create contact in Teamleader Focus
  • Teamleader Focus
    Update contact in Teamleader Focus
  • Teamleader Focus
    Search contact in Teamleader Focus
  • Teamleader Focus
    Create deal in Teamleader Focus
  • Teamleader Focus
    Update deal in Teamleader Focus
  • Teamleader Focus
    Search deal in Teamleader Focus
  • Teamleader Focus
    Create company in Teamleader Focus
  • Teamleader Focus
    Link contact to company in Teamleader Focus
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