PerfexCRM + Teamleader Focus Integration

Connect PerfexCRM to Teamleader Focus - Automate your workflows in 1-click

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Ready workflows for PerfexCRM + Teamleader Focus Integration

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Create PerfexCRM contact for new Teamleader Focus contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - PerfexCRM integration, anytime a new Teamleader Focus contact is created, an PerfexCRM 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.

Activate

Create PerfexCRM customer for new Teamleader Focus company

Teamleader Focus + PerfexCRM Integration

Activate

When Contact is created in Teamleader Focus > Check condition > Add staff in PerfexCRM

Teamleader Focus + PerfexCRM Integration

Activate

When Contact is created in Teamleader Focus > Check condition > Create lead in PerfexCRM

Teamleader Focus + PerfexCRM Integration

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Create Your Own PerfexCRM & Teamleader Focus Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PerfexCRM & Teamleader Focus

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Contact is created in Teamleader Focus Instant
Deal is accepted in Teamleader Focus Instant
Deal is created in Teamleader Focus Instant
Deal is updated in Teamleader Focus Instant
Company is created in Teamleader Focus Instant
Invoice is paid in Teamleader Focus Instant

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create contact in Teamleader Focus
Update contact in Teamleader Focus
Search contact in Teamleader Focus
Create deal in Teamleader Focus
Update deal in Teamleader Focus
Search deal in Teamleader Focus
Create company in Teamleader Focus
Link contact to company in Teamleader Focus

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate PerfexCRM & Teamleader Focus In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Teamleader Focus With 1100+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

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