Sortlist + Teamleader Focus

Sortlist + Teamleader Focus integrations

Create Teamleader Focus deals from new Sortlist opportunity applications

Stop wasting time on manual CRM updates. Whenever you apply to a new opportunity on Sortlist, this Zap creates or updates a deal in Teamleader, adding the company and contact details automatically. Your pipeline stays clean and current, helping you manage follow-ups more effectively and close deals faster.

When this happens...
Opportunity Application SentTriggers when you sent your application for an opportunity.
TriggerInstant
automatically do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Sortlist and Teamleader Focus

Discover other triggers and actions you can use with Sortlist and Teamleader Focus

- Profile To Connect
  Required
Trigger
Instant
Try It
- Profile To Connect
  Required
Trigger
Instant
Try It
- Profile To Connect
  Required
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It

Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- 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
Action
Write

- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search

- Profile To Connect
  Required
Trigger
Instant
Try It
- Profile To Connect
  Required
Trigger
Instant
Try It
- Opportunity ID
  Required
Action
Write
New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- 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
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search

About Sortlist

Sortlist is a marketplace where thousands of clients look for service providers.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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