Microsoft Teams + Teamleader Focus
Send channel messages in Microsoft Teams when new deals are accepted in Teamleader Focus
After a deal or quotation has been accepted in Teamleader Focus, you'll want to share this information with your entire team in your MS Teams channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a channel message whenever a new deal is accepted in Teamleader Focus. This way, your team stays motivated and on top of your sales!
After a deal or quotation has been accepted in Teamleader Focus, you'll want to share this information with your entire team in your MS Teams channel, where you update each other on a daily basis. This Zapier automation allows you to do so by sending a channel message whenever a new deal is accepted in Teamleader Focus. This way, your team stays motivated and on top of your sales!
- When this happens...Deal Accepted
Triggers when a deal is accepted.
- automatically do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst name
Last nameRequired
Salutation
Primary
Telephone
Mobile
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Language
Gender
Birthdate
Iban
Bic
Remarks
Tags
Custom Fields
Marketing mails consent
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany nameRequired
Business Type
VAT number
Local business number
Primary
Invoicing
Telephone
Fax
Website
Street
Zip code
City
Country
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Street
Zip code
City
Country
Addressee
Iban
Bic
Language
Responsible user
Remarks
Tags
Custom Fields
Marketing Mails Consent
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Custom Fields
