Connect Moneypenny and Teamgate to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Message Received" from Moneypenny.

Add your action

An action happens after the trigger—such as "Create Activity" in Teamgate.

You’re connected!

Zapier seamlessly connects Moneypenny and Teamgate, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Recipients
  Required
Trigger
Instant
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Polling
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It

- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It

- Type
  Required
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write
- Title
  Required
- 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
Action
Write
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Content
  Required
- Company
- Person
- Lead
- Deal Id
- Client Id
Action
Write
- Id
  Required
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- 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
Action
Write
- Id
  Required
- 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
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- Name
  Required
- Sku
Action
Search
- Name
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Search or write
- Person Name
  Required
- 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
Action
Search or write

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Polling
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Polling
Try It
New Product
Lists the products.
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Deal ID
  Required
- In Stock?
  Required
Action
Write
- Id
  Required
- Deal Name
- Deal Stage ID
- Deal Price
- Currency ISO
- Owner ID
- Owner Username
Action
Write
- Lead Name
  Required
- 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
Action
Write
- Person Name
  Required
- 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
Action
Write
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Id
  Required
- 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
Action
Write
- Title
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- Title
  Required
- 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
Action
Search or write
- Lead Name
  Required
- 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
Action
Search or write
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Moneypenny and Teamgate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Moneypenny to Teamgate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Moneypenny

Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.

Learn moreLearn moreHelpHelp

Related categories

Communication

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect Moneypenny and Teamgate to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Moneypenny and Teamgate to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Moneypenny to Teamgate on the world's largest no-code automation platform