Teamleader Focus + Evoliz Integration

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Evoliz + Teamleader Focus Integration

Create Teamleader Focus contact for new Evoliz contact

If you are using Evoliz, then you may want to also use Teamleader Focus to manage your customer relationships. With the help of this automation, whenever you create a contact in Evoliz, a corresponding contact will be created in Teamleader Focus.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Evoliz + Teamleader Focus Integration

Create Teamleader Focus task for new Evoliz contact

With the growth of Evoliz, many companies are looking for ways to connect their Evoliz account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Teamleader Focus every time a contact is created in Evoliz.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Evoliz + Teamleader Focus Integration

Create Teamleader Focus task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in Teamleader Focus. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in Teamleader Focus for that sale order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each sale order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Teamleader Focus + Evoliz Integration
1.
  • 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
  • Evoliz
    Sales order is created in Evoliz
  • Evoliz
    Supplier is created in Evoliz
  • Evoliz
    Invoice is created in Evoliz
  • Evoliz
    Account is created in Evoliz
  • Evoliz
    Contact is created in Evoliz
  • Evoliz
    Client is created in Evoliz
  • Evoliz
    Article is created in Evoliz
2.
  • Teamleader Focus
    Create task in Teamleader Focus
  • 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
  • Evoliz
    Create client in Evoliz
  • Evoliz
    Create article in Evoliz
  • Evoliz
    Save invoice in Evoliz
  • Evoliz
    Search invoice by document number in Evoliz
  • Evoliz
    Search client by code in Evoliz
  • Evoliz
    Search supplier by code in Evoliz
  • Evoliz
    Search sale order by document number in Evoliz
  • Evoliz
    Create prospect in Evoliz
  • Evoliz
    Create client contact in Evoliz
  • Evoliz
    Create prospect contact in Evoliz
  • Evoliz
    Update client in Evoliz
  • Evoliz
    Update article in Evoliz
  • Evoliz
    Search article by reference in Evoliz
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