Popular Teamleader Focus + Daily.co Workflows
Create Daily.co event for new Teamleader Focus company
Create Teamleader Focus deal for new Daily.co event
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Daily.co, it will trigger a corresponding deal creation in Teamleader Focus.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
When New Room in Daily.co > Check any condition > Create contact in Teamleader Focus
When New Room in Daily.co > Check any condition > Create deal in Teamleader Focus
When New Room in Daily.co > Check any condition > Update contact in Teamleader Focus
When New Room in Daily.co > Check any condition > Update deal in Teamleader Focus
When Deal is created in Teamleader Focus > Create Room in Daily.co
When Deal is updated in Teamleader Focus > Create Room in Daily.co
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The easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.
See Teamleader Focus IntegrationsDaily.co is a video calling platform that lets you communicate with any web page or app. All you need is the Daily.co browser plugin and you can instantly add video calls to any site.
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