Popular Teamleader Focus + easybill Workflows
Create easybill contact for new Teamleader Focus contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Teamleader Focus - easybill integration, anytime a new Teamleader Focus contact is created, an easybill contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create easybill task for new Teamleader Focus contact
When you create a contact in Teamleader Focus, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Teamleader Focus deal
With our integration between Teamleader Focus and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Teamleader Focus, you can automatically create a corresponding task in easybill to keep your team up-to-date.
When Contact is created in Teamleader Focus > Check any condition > Create task in easybill
When Contact is created in Teamleader Focus > Check condition > Create contact in easybill
When Contact is created in Teamleader Focus > Check condition > Create Customer in easybill
When Contact is created in Teamleader Focus > Check condition > Create customer group in easybill
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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 Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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