Start syncing FinFolio and Teamleader two-way

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When a custom yes/no field in FinFolio is toggled on, merge their contacts data with those of Teamleader
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When contacts are owned by a salesperson in FinFolio, create them in Teamleader
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When contacts are tagged in FinFolio, keep them in sync with Teamleader
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When custom attributes are updated in FinFolio, update a custom field in Teamleader
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When FinFolio contacts are from a certain region, apply tags to them in Teamleader or remove them too
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When FinFolio contacts are from a certain location, update a custom field in Teamleader
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When new contacts are added in FinFolio, update their description in Teamleader
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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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Help Articles related to syncing FinFolio & Teamleader