Teamleader Focus + MaintainX Integration

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Teamleader Focus +  MaintainX Integration

Create MaintainX work request for new Teamleader Focus contact

Teamleader Focus and MaintainX are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Teamleader Focus, do you also create a work request in MaintainX? 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.
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Teamleader Focus +  MaintainX Integration

Create MaintainX work request for new Teamleader Focus deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a work request in MaintainX to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Teamleader Focus? Well now there is!

With our integration between Teamleader Focus and MaintainX, creating work request in MaintainX is now easier than ever. Whenever a deal is created in Teamleader Focus, you can automatically create a corresponding work request in MaintainX to keep your team up-to-date.
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 MaintainX + Teamleader Focus Integration

Create Teamleader Focus contact from new MaintainX work order

As an online store owner, you're likely using MaintainX to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate MaintainX with Teamleader Focus? This integration will allow you to automatically create a contact for each new work order in Teamleader Focus.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Teamleader Focus +  MaintainX 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
  •  MaintainX
    Work order status is changed in MaintainX Instant
  •  MaintainX
    Work order is created in MaintainX Instant
  •  MaintainX
    Category added to work order in MaintainX 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
  •  MaintainX
    Create work order comment in MaintainX
  •  MaintainX
    Create new message in MaintainX
  •  MaintainX
    Create work order in MaintainX
  •  MaintainX
    Create work request in MaintainX
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