Teamleader Focus + Workast Integration

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Teamleader Focus + Workast Integration

Create Workast task for new Teamleader Focus contact

Teamleader Focus and Workast 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 task in Workast? 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 + Workast Integration

Create Workast task 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 task in Workast 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 Workast, creating task in Workast is now easier than ever. Whenever a deal is created in Teamleader Focus, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Teamleader Focus + Workast 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
  • Workast
    Task is created in Workast
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
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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