Teamleader Focus integration - Bizzy Sales Agent

Overview of Bizzy and Teamleader Focus integration

Improve your sales and marketing efficiency by connecting Bizzy to your HubSpot account. Bizzy ensures that pushed company and contact records are enriched and consistent:

Customize field mapping based on your team’s preferences.
Push and enrich companies with their location, activities, email address, phone number, social links, VAT number, and more.
Push and enrich contacts with job title, department, seniority level, email address, and LinkedIn link.

Connecting

Go to the Lead Inbox and activate the Auto-push toggle (top right).
Choose your push preference:
- Automatically push all leads
- Only push manually approved leads
Select Teamleader and make the connection.
Log in to your Teamleader account and make sure you have the correct rights in Teamleader to authenticate the integration.
Follow the checklist below to ensure you have all necessary Teamleader fields.
Map Bizzy fields to Teamleader fields by following the steps below.
You must have the correct user rights to enable and edit integrations.

Reading customer data (pull)

In addition to pushing data to Teamleader, Bizzy also pulls data from your CRM. This is specifically done to recognize which companies are already customers.
For this, we ask you to create an extra custom field in Teamleader where you indicate whether a company is a customer or not. This field may be static or a dropdown.
Examples:

Customer
Not a customer / prospect / ...

Bizzy automatically reads this field. Companies marked as customers are recognized as existing customers and will not be re-offered by our sales agent. This way, duplicates are avoided and prospecting is always focused on new, relevant leads.

Read here how to create custom fields in Teamleader.

Bizzy fields you can map to Teamleader

If the fields below are not yet visible in your CRM, you can create custom fields. Read here how to create custom fields in Teamleader.

Key company fields

Bizzy field	Explanation	Field type	Example
VAT-number	A company’s VAT identification number.	Single line text	BE0421.694.038
Activities	An alternative to industries. A company can have multiple activities.	Multi-line text	Production of biscuits, Production of pastry goods
Link to Bizzy	Link to the company page on Bizzy.	URL	https://bizzy.org/en/BE/0421694038?utm_source=Teamleader&utm_medium=integration
Founded since	Company's foundation date	Single line text	1981-06-18T00:00:00Z
Company type	Example from Bizzy data: Public limited company	Single line text	Public limited company
Entity type	Example from Bizzy data: Legal person	Single line text	Legal person
Company status	Example from Bizzy data: Active/Inactive	Single line text	Active

Company workforce data

Bizzy fields	Explanantion	Field type	Example
Number of employees (total)	From official sources, the number of employees in a company	Number	884

Social links and Company contact details

Bizzy fields	Explanation	Field type	Example
Email	Company email	Email	dpr.corporate@lotusbakeries.com.
Phone number	Company phone number	Phone number	+32 09 7734 8963
Website	Company website	URL	www.lotusbakeries.com
LinkedIn	Social media link	URL	https://www.linkedin.com/company/lotusbakeries/about/

Company location data

Bizzy fields	Explanantion	Field type	Example
Country	Country where the company is registered	Multi-line text	BE
Street	Registered street	Multi-line text	Gentstraat
Number	Registered street number	Number	23
Unit	Registered unit/bus	Number	-
Postal code	Postal code	Multi-line text	9971
City	City	Multi-line text	Kaprijke

Key contact fields

Bizzy field	Explanation	Field type	Example
First name	A contact person's first name	Single line text	John
Last name	A contact person's last name	Single-line text	Doe
e-mail	A contact person's email address	E-mail	john.doe@gmail.com
LinkedIn	A contact person's LinkedIn page	URL	-
Job title	Contact's role	Multi-line text	Line manager
Seniority level	Contact's seniority	Multi-line text	Medior
Department	Contact's department	Multi-line text	Operations
sub-department	Contact's sub-department	Multi-line text	Production

Financial data of the company

The availability of detailed financial data is not yet supported by our sales agent.

Mapping

Bizzy field: Select the Bizzy data point you want to map.
Teamleader field: Select the Teamleader data point to map to Bizzy.
If you don’t see the custom fields you created, refresh Teamleader fields in Bizzy.

Note: Be careful when setting default fields to Overwrite, because manually entered data can be lost and replaced with Bizzy data.

Company and contact linking

Read this article to learn more about how we look up companies and contacts in your CRM and match them to companies and contacts in Bizzy.

Pushing companies and contacts to Teamleader

Once the integration is set up, you can push companies and contacts to your CRM by following these steps.