Thanks to the integration between Teamleader Focus and the Customer Meeting add-on, new guests that schedule a meeting via a team member's personal booking page in the Customer Meeting add-on, will automatically result in new contacts (and companies) in your Teamleader Focus account. Optionally, the same could be done for deals.

All new customers who schedule an appointment but cannot be linked to a contact in Teamleader Focus, will automatically result in a new contact in your Teamleader Focus account. Also, all meeting details will be added to this contact.

When a new contact answers a custom question with the type 'Company name', a new company will be created in Teamleader Focus.

Optionally, you can choose to create a new deal and to send the calendar events to your calendar in Teamleader Focus.

Create a new deal if no matching contact is found

When you check this option a new deal will be created for each new contact. No further settings are necessary.

Create a calendar event through Teamleader Focus

When the checkbox "Create a calendar event through Teamleader Focus" is enabled, a calendar event is created in Teamleader Focus and written through to the online calendar that is configured in Teamleader Focus.

Make sure to connect the same calendar in your Customer Meeting add-on scheduling configuration as in your Teamleader Focus Marketplace for an optimal scheduling experience.

Note: The booking in the above image is a booking in test accounts for testing purposes only. 

You are now ready for a smoother CRM flow! Good luck!