Teamgate

Use Zoho Flow to integrate Teamgate with 800+ 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

Use this flow

Add GoToWebinar registrants when new leads are created in Teamgate

Use this flow

Create or update prospects in Woodpecker.co for new leads in Teamgate

Use this flow
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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 : URL Shortener, IT Security
  • GoToWebinar

    GoToWebinar

    GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars
  • Woodpecker.co

    Woodpecker.co

    Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Drip Emails, Email Marketing, Marketing Automation

Teamgate supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

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All Actions - Action are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

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

Fetch product

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

Fetch comapny

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

Fetch people

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

Fetch lead

Fetches a lead using ID or name

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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

    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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    Derek MurashigeCIO, Western Container Sales

    “With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfilment process, and also allowed us more control over data and their movement across apps. The platform is very intuitive and easy to use.”

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