Teamleader Focus + PeerBoard Integration

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Teamleader Focus + PeerBoard Integration

Contact is created in Teamleader Focus
Triggers the automation whenever a new contact is created
Instant
Deal is accepted in Teamleader Focus
Triggers the automation whenever a deal is accepted
Instant
Deal is created in Teamleader Focus
Triggers the automation whenever a deal is created
Instant
Deal is updated in Teamleader Focus
Triggers the automation whenever a deal is updated
Instant
Company is created in Teamleader Focus
Triggers the automation whenever a new company is created
Instant
Invoice is paid in Teamleader Focus
Triggers the automation whenever an invoice is marked as paid
Instant
Post is created in PeerBoard
Triggers the automation whenever a new post is created
Member is created in PeerBoard
Triggers the automation whenever a new member is added
Member is blocked in PeerBoard
Triggers the automation whenever a member has been blocked

Create task in Teamleader Focus
Automatically creates a new task
Create contact in Teamleader Focus
Automatically adds a new contact to the database
Update contact in Teamleader Focus
Automatically updates contact information with new details
Search contact in Teamleader Focus
Automatically finds and retrieves contact information
Create deal in Teamleader Focus
Automatically generates a new deal with
Update deal in Teamleader Focus
Automatically updates deal information based on new criteria or changes
Search deal in Teamleader Focus
Automatically retrieves and find a deal
Create company in Teamleader Focus
Automatically generates a new company profile with given details
Link contact to company in Teamleader Focus
Automatically links a contact to a company
Update member in PeerBoard
Automatically updates a member's information
Create member in PeerBoard
Automatically adds a new member to the system
Search member by email in PeerBoard
Automatically searches for a member with using their email
Block member in PeerBoard
Automatically block a particular member from accessing the platform
Delete member in PeerBoard
Automatically removes a member from the system
Unblock member in PeerBoard
Automatically unblocks a member
Send an invite in PeerBoard
Automatically sends an invite

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Want to automate something else in your workflow?

You Can Also Connect Teamleader Focus or PeerBoard With 1200+ Other Apps

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 Integrations

PeerBoard helps build a network of experts to share knowledge and interact with each other. It is a user-friendly platform that allows members to engage in discussions, create polls and quizzes, share content, bookmark websites, and much more!

See PeerBoard Integrations