Slack + Teamgate

Send direct Slack messages when new leads are assigned in Teamgate CRM

Never miss a new lead when it is assigned to you in Teamgate. Once this Zap is active, a direct Slack message will be posted automatically whenever a new lead is assigned to you in Teamgate CRM.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It

- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- TypeRequired
- Title
- Description
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write

- TitleRequired
- Person
- Job Title
- Owner
- 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
- Lead NameRequired
- Company
- Job Title
- Owner
- 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
- IdRequired
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- TitleRequired
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- 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
- Person NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- 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
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
New Product
Lists the products.
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Deal IDRequired
- In Stock?Required
Action
Write
- StageRequired
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Person NameRequired
- Company
- Job Title
- Owner
- 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
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Lead Name
- Company
- Job Title
- Owner
- 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
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- NameRequired
- Sku
Action
Search
- Lead NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- 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
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

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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.

Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Slack + Teamgate

Send direct Slack messages when new leads are assigned in Teamgate CRM

Activity Status Changed

Status

Type

Deal Stage Changed

Owner

Creator

Stage

Source

New Lost Deal

Owner

Creator

Stage

Source

New Deal

Owner

Creator

Stage

Source

New Person

Creator

Source

Industry

Owner

New Unqualified Lead

Creator

Source

Industry

Owner

Create Activity

Title

Description

Responsible

Company

Person

Lead

Deal Id

Client Id

Type

Before

Start

Status

Is Secret?

Create Company

TitleRequired

Person

Job Title

Owner

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

Create Lead

Lead NameRequired

Company

Job Title

Owner