Actionist·Teamleader Focus

Teamleader Focus

· #330 most-used

CRM, project management, and invoicing in one tool for small businesses

CRMSalesProductivityProjectsFinanceAccounting

Teamleader Focus is an all-in-one business platform for small and growing companies. It combines a contact and company CRM, a visual deal pipeline, project tracking with time logging, and professional invoicing — all linked so that a won deal can become a project and a logged hour can become a line item on an invoice without re-entering data. Connect Teamleader Focus to Actionist and your agents can create contacts and companies as new leads arrive, open deals from inbound enquiries, track invoice payments, fire follow-up tasks when deals close, and pull CRM data into reports — all within about a minute of the triggering event.

Try Teamleader Focus with ActionistVisit Teamleader Focus
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of entering the same data across CRM, project, and invoice — a contact created from a lead no longer has to be re-typed when a deal opens or a project kicks off.

Schedule

What your Teamleader Focus agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Teamleader Focus × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~16 hrsSaved / week
6Personas served
For sales
Featured4 apps

Inbound lead to pipeline in under a minute

From the moment an enquiry email lands, the agent checks for existing records, creates any missing Contact or Company, opens a Deal in Teamleader Focus, and notifies the responsible rep in Slack — the entire pipeline entry happens within about a minute of the email arriving, with zero manual data entry.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a prospect submits a demo request form or sends an inbound enquiry email
Trigger
Step 1
Gmail
Detect inbound enquiry email to the sales alias
read
Step 2
Teamleader Focus
Find Contact by email to check if they already exist in Teamleader Focus
write
Step 3
Teamleader Focus
Create Contact if not found; Create Company if domain not already in CRM
write
Step 4
Teamleader Focus
Create Deal in the Qualification stage linked to the new Contact and Company
write
Step 5
Slack
Post deal-created notification to #sales with contact name, company, and deal value estimate
write
Step 6
Google Calendar
Create a follow-up task on the rep's calendar for the next business day
Result
Create Contact if not found; Create Company if domain not already in CRMCreate Deal in the Qualification stage linked to the new Contact and CompanyPost deal-created notification to #sales with contact name, company, and deal value estimateCreate a follow-up task on the rep's calendar for the next business day
The win
Saved per run
12 min
Runs / week
~20×
Every inbound lead lands in the pipeline before the rep reads the email
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    45 min / week
    Manual lead entry and pipeline updates

    Reps copy-paste inbound enquiry details into Teamleader Focus, open a deal by hand, and manually update the stage after each interaction — 10-15 minutes of admin per lead.

    Sales Agent
    0 min
    Agent enters leads and moves deals automatically

    When an inbound enquiry arrives, the agent creates the Contact, Company, and Deal in Teamleader Focus within about a minute — the rep's pipeline is updated before they finish reading the email.

  • Marketing
    60 min / week
    Manual CRM export for segmentation

    The marketing team exports a contact list from Teamleader Focus to a CSV, imports it into the email tool, and manually segments by lead source or deal stage — a 30-minute task done multiple times per week.

    Marketing Agent
    0 min
    Agent lists and segments contacts directly

    The Marketing Agent lists contacts by tag or deal status directly from Teamleader Focus and enrolls them in the correct sequence without any export or import — the CRM and email tool stay in sync.

  • Customer Support
    75 min / week
    Manual CRM lookup before every reply

    Support agents open Teamleader Focus in a separate tab, search for the contact, and check their deal and invoice status before writing each reply — 3-5 minutes per ticket, multiplied across the queue.

    Customer Support Agent
    0 min
    Agent surfaces CRM context with every ticket

    When a support ticket arrives, the Support Agent finds the contact in Teamleader Focus and posts their deal stage, company name, and outstanding invoice total to Slack — the rep has full context before clicking Reply.

  • Human Resources
    40 min / week
    Manual project report for utilisation review

    HR exports active projects and team assignments from Teamleader Focus to a spreadsheet each week, manually identifies over-allocated employees, and prepares a resource summary for the planning meeting.

    Human Resources Agent
    0 min
    Agent delivers a utilisation report automatically

    The HR Agent lists all active projects in Teamleader Focus, identifies over-allocated team members, and posts a resource conflict summary to Slack every Monday — no export, no spreadsheet.

  • Finance
    50 min / week
    Manual invoice chase and revenue logging

    Finance opens Teamleader Focus, filters for overdue invoices, manually drafts individual reminder emails, and copies paid invoice totals to the revenue spreadsheet — a process that takes 45-60 minutes per week.

    Finance Agent
    0 min
    Agent chases invoices and logs revenue automatically

    The Finance Agent lists overdue invoices and drafts grouped payment reminders for review, then logs each paid invoice to the revenue spreadsheet — all without anyone opening Teamleader Focus.

  • Operations
    30 min / week
    Manual deal-to-project handover

    When a deal closes, the sales rep emails the delivery team, who then manually creates a project in Teamleader Focus and a Google Drive folder — a process that routinely takes 24-48 hours and gets missed on busy weeks.

    Operations Agent
    0 min
    Agent creates project and folder on deal close

    When a deal is marked Won, the Operations Agent creates the project in Teamleader Focus and the Google Drive folder structure within about a minute — delivery can start before the celebration Slack message is written.

  • Legal
    25 min / week
    Manual contract initiation after deal close

    After a deal closes, the sales rep emails legal with the deal details, legal finds the template, fills in the company and value, and posts the draft for review — a process that takes 1-2 days and depends on the rep not forgetting to send the email.

    Legal Agent
    0 min
    Agent drafts contract from deal data at close

    When a qualifying deal closes, the Legal Agent retrieves the deal and company details from Teamleader Focus, generates a contract draft from the MSA template, and posts it to the legal team in Slack — the draft is ready within about a minute of the win.

+ 100s of other Teamleader Focus automations
Average time saved
33 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
16
Hours saved / year
800
Annual ROI
$60,000

Based on Teamleader Focus's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Teamleader Focus into Actionist

Pick the connection method that suits your environment.

Connect via OAuth — Actionist opens a Teamleader Focus authorisation window, you sign in, and the agent gets secure access to your CRM, deals, projects, and invoices. No tokens to paste.

1
Open the Apps tab

Find Teamleader Focus in the Apps library and click Connect. OAuth is the recommended and default path.

2
Authorise in Teamleader Focus

A Teamleader Focus login window opens. Sign in with your account and grant Actionist permission to read and write your CRM, deals, projects, and invoices.

3
Test the connection

Actionist runs a read-only call to confirm the handshake. Once it succeeds, your agents can start working with your Teamleader Focus data.

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Teamleader Focus + Actionist

How does Actionist connect to Teamleader Focus?
Go to the Apps tab in Actionist, find Teamleader Focus, and click Connect. The recommended path is OAuth — Actionist opens the Teamleader Focus authorisation screen, you sign in with your account credentials, and you grant permission for Actionist to read and write your CRM records, deals, projects, and invoices. The handshake completes in a few seconds, and Actionist runs a read-only test call to confirm the connection before any agent actions run.
What permissions does the Actionist agent need on my Teamleader Focus account?
For read-only operations (Find Contact, Find Company, List Deals, List Invoices, List Projects) the agent needs read access to the CRM, deal, project, and invoice modules. For write operations (Create Contact, Create Company, Create Deal, Create Project, Update Deal, Update Contact, Link Contact to Company) it also needs write access. The OAuth flow requests the full set of permissions during setup. If you connect an account with restricted module access, actions for those modules will fail gracefully and the agent will report the permission gap rather than silently skipping the step.
Can I connect Teamleader Focus to other apps in the same Actionist workflow?
Yes — Teamleader Focus is most powerful when combined with the apps where your team already works. Common combinations: create a Contact in Teamleader Focus when a form is submitted in Typeform or a card is added in Trello; list overdue invoices and send reminders via Gmail; create a Google Drive folder when a project is created; post deal-won notifications to Slack; sync deal data to Google Sheets for reporting. Any of Actionist's 200+ connected apps can send or receive data alongside Teamleader Focus in the same workflow.
What are the most common things agents do with Teamleader Focus?
The four patterns that come up most often are: (1) lead capture — creating a Contact and Deal in Teamleader Focus the moment an inbound enquiry arrives, before the rep reads the email; (2) pipeline hygiene — listing stale deals and sending the responsible rep a nudge with context, so opportunities don't go cold silently; (3) invoice follow-up — listing overdue invoices and drafting payment reminders grouped by client, so the finance team sends one email per client rather than chasing individually; and (4) won-deal handover — automatically creating a Project in Teamleader Focus when a deal closes, so delivery can start without a handover meeting.
How do Teamleader Focus triggers work in Actionist — are they instant?
Teamleader Focus triggers in Actionist use webhooks registered with the Teamleader Focus API, so they fire within about a minute of the event occurring in Teamleader — not in true real time, but close enough for most business workflows. The five available triggers are: New Deal, New Company, New Contact, Invoice Paid, and Deal Accepted. If you need to react to an event that is not covered by a webhook trigger — for example, a deal moving to a specific stage — you can use a scheduled agent task that runs List Deals on a cadence and checks for the condition you care about.
How do I avoid creating duplicate contacts or companies in Teamleader Focus?
Use Find Contact or Find Company before any Create action. The agent searches Teamleader Focus by email address (for contacts) or VAT number or domain (for companies) and returns the first match. If a match is found, the agent reuses the existing record rather than creating a duplicate. For bulk imports from spreadsheets or events, run Find Contact as the first step and only call Create Contact for rows where Find returns no result. The Operations Agent's weekly CRM sweep also runs a deduplication check on recently created records to catch any that slipped through.
Does Actionist support Teamleader Focus's multi-user and team features?
When creating or updating deals and projects, the agent can set the 'responsible user' field to any user in your Teamleader Focus account — this is useful for automatically assigning new deals to the correct rep based on territory, lead source, or round-robin rules defined in the workflow. List Deals can filter by responsible user, so the Sales Agent can produce per-rep pipeline views. The connection is made under one authorised account, so the agent operates with that account's Teamleader Focus permissions — if that account is an admin, it can read and write across all users; if it is a standard user, scope is limited to that user's accessible records.
Can Actionist handle Teamleader Focus invoicing end to end?
Actionist can read invoice data from Teamleader Focus — listing invoices by status (draft, sent, paid, overdue) and date range — and can react to Invoice Paid events via webhook trigger. Invoice creation and sending is handled inside Teamleader Focus itself (either manually or via Teamleader Focus's own automation rules). The typical Actionist pattern is to list overdue invoices, draft reminder emails, and queue them for human review rather than sending automatically. For revenue reporting, the Finance Agent can pull paid invoice data into a Google Sheets revenue log on a daily or weekly schedule.