Teamgate

Use Zoho Flow to integrate Teamgate with 550+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Teamgate with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Teamgate integration flows to get started

Create a member in Bitwarden when a deal is won in Teamgate

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Popular integrations

  • Bitwarden

    Bitwarden

    Bitwarden is a free and open-source password management service that stores sensitive information such as website credentials in an encrypted vault. Category : IT Security, New

Teamgate supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal won

Triggers when a deal is won

Lead converted to person

Triggers when a lead is converted to person

Deal lost

Triggers when a deal is lost

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

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All Actions - Action are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch lead

Fetches a lead using ID or name

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch comapny

Fetches a company using company name, code or email address.

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    What is Teamgate?

    Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

    Categories : CRM, New

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

    Access Zoho Flow

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    Owain ap ReesSales Director, Artico

    “We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back” Know more

    Watch Zoho Flow in action

    Advanced tools to help you build complex workflows in minutes

    Webhooks

    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

    Schedules

    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

    Custom functions

    Write simple scripting functions to format data, call web APIs, send emails, and more.