Microsoft Outlook + Teamgate
Send an email in Microsoft Outlook for every new won deal in Teamgate
Boost your sales efficiency with this seamless workflow between Teamgate and Microsoft Outlook. When you secure a new won deal in Teamgate, an email will be promptly sent via your Microsoft Outlook account, keeping the relevant parties informed and up-to-date. With this automation, you can ensure immediate communication and enhance your sales process without the need for manual intervention.
Boost your sales efficiency with this seamless workflow between Teamgate and Microsoft Outlook. When you secure a new won deal in Teamgate, an email will be promptly sent via your Microsoft Outlook account, keeping the relevant parties informed and up-to-date. With this automation, you can ensure immediate communication and enhance your sales process without the need for manual intervention.
- When this happens...
New Won DealTriggers when a deal is won.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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Creator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Product
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal IDRequired
In Stock?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Deal Name
Deal Stage ID
Deal Price
Currency ISO
Owner ID
Owner Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person NameRequired
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Stage
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Person Name
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Phone Number
E-Mail Address
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Email Opened
Triggers when email is opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Responsible
Company
Person
Lead
Deal Id
Client Id
Type
Before
Start
Status
Is Secret?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StageRequired
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Company
Person
Lead
Deal Id
Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Name
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
StageRequired
Buyer (Company)
Buyer (Person)
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
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