Teamleader Focus + Groove Integration

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Teamleader Focus + Groove Integration

Create Groove ticket for new Teamleader Focus deal

Teamleader Focus is a great tool for managing customer relationships. However, when an deal is created in Teamleader Focus, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Groove whenever an deal is created in Teamleader Focus. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Teamleader Focus + Groove 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
  • Groove
    Agent is created in Groove
  • Groove
    Agent has replied in Groove Instant
  • Groove
    Agent is invited in Groove Instant
  • Groove
    Agent is archived in Groove Instant
  • Groove
    Ticket is closed in Groove Instant
  • Groove
    Ticket is started in Groove Instant
  • Groove
    Ticket is opened in Groove Instant
  • Groove
    Ticket is assigned in Groove Instant
  • Groove
    Ticket is moved in Groove Instant
  • Groove
    Ticket priority is changed in Groove Instant
  • Groove
    Ticket is tagged in Groove Instant
  • Groove
    Ticket is deleted in Groove Instant
  • Groove
    Ticket is state changed in Groove Instant
  • Groove
    Customer is added in Groove Instant
  • Groove
    Customer is replied in Groove Instant
  • Groove
    Note is added in Groove Instant
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
  • Groove
    Create ticket in Groove
  • Groove
    Search ticket assignee in Groove
  • Groove
    Search state of ticket in Groove
  • Groove
    Update ticket state in Groove
  • Groove
    Update ticket assignee in Groove
  • Groove
    Update ticket assigned group in Groove
  • Groove
    Add tag to a ticket in Groove
  • Groove
    Replace all tags to a ticket in Groove
  • Groove
    Search customer by email in Groove
  • Groove
    Create group in Groove
  • Groove
    Search agent by email in Groove
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