Integrate Teamleader Focus with Retently

Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer contact details and project history, and use feedback scores to improve project management and customer service strategies.

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RetentlyTeamleader Focus logo

About Teamleader Focus

Teamleader Focus combines CRM, project management, and invoicing into one tool to help businesses manage their operations effectively.

Teamleader Focus logoRetently

Teamleader Focus to Retently

1

New Deal

Triggers when a new deal is created.
2

New Contact

Triggers when a new contact is added.
3

Deal Accepted

Triggers when a deal is accepted.
4

New Company

Triggers when a new company is added.
5

Invoice Paid

Triggers when an invoice is paid.
RetentlyTeamleader Focus logo

Retently to Teamleader Focus

1

Create Contact

Creates a new contact.
2

Link Contact to Company

Links a contact to a company.
3

Find Contact

Finds a contact by Id.
4

Create Company

Creates a new company.
5

Create Deal

Creates a new deal.
6

Find Company

Finds a company by Id.

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