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Create deal feed

When using WP TeamForms you can also create deals within Teamleader when a Gravity Form is submitted. Add a new feed and select ‘Link Deal to Contact/Company’.

A new section will show where you can configure the deal.

On the action field, you can select if you want to link the deal to:
– Company & Contact
– Only Company
– Only Contact

When your form is sent to Teamleader, then this deal will be automatically linked to the company/contact of choice.