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Add new ProjectManager.com Tasks from new Teamgate Leads

  1. When this happensStep 1: New Lead

  2. Then do thisStep 2: Create a Task

It is useful to track new leads created in a CRM like Teamgate in your internal project management software ProjectManager.com. The Teamgate CRM - ProjectManager.com integration automates the process of creating tasks in ProjectManager.com right from your new leads.

*Note: This Zapier integration doesn't import already registered leads into ProjectManager.com, only new leads after you've set it up.

How the integration works:

  1. A new Lead is created in Teamgate
  2. Zapier creates a new Task in ProjectManager.com

What You Need: - Teamgate Account - ProjectManager.com Account

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Connect Project Manager + Teamgate in Minutes

It's easy to connect Project Manager + Teamgate and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew File

Triggers when a new file is added to ProjectManager.com.

InstantNew Project

Triggers when a new ProjectManager.com project is created.

Create Activity

Creates a new activity.

Create Deal

Creates a new deal.

Create Person

Creates a new person.

InstantNew Person

Triggers when a new person is created in ProjectManager.com.

InstantNew Task

Triggers when a task is created on the ProjectManager.com My Tasks page.

Create Company

Creates a new company.

Create Lead

Creates a new lead.

Find Company

Finds an existing company.

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