Teamleader Focus integration with Microsoft Office 365
How to Send follow-up emails via Office 365 when new deals are accepted in Teamleader Focus
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send follow-up emails via Office 365 when new deals are accepted in Teamleader Focus" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Teamleader Focus integrations
Teamleader Focus actions
Nekton can use any feature that is available in Teamleader Focus API.
Using our advanced AI, you can easily create custom automations for Teamleader Focus.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Link Contact to Company
Links a contact to a company.
Find Contact
Finds a contact by Id.
Create Company
Creates a new company.
Create Deal
Creates a new deal.
Find Company
Finds a company by Id.
About Teamleader Focus
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.