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, can automatically result in new contacts in your Teamleader Focus account. Optionally, the same could be done for deals and companies.

All new customers who schedule a meeting 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.

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

You can find more information about these functions in this meeting types help article!

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!