Teamgate

Teamgate Help & Support

What Teamgate Triggers and Actions are Supported?

Supported Triggers#

  • New Person - Triggers when a new person is created.
  • New Unqualified Lead - Triggers when a lead is unqualified.
  • New Lead - Triggers when a new lead is created.
  • New Lost Deal - Triggers when a deal is lost.
  • Lead Converted to Person - Triggers when a lead is converted to person.
  • New Company - Triggers when a new company is created.
  • New Deal - Triggers when a new deal is created.
  • New Won Deal - Triggers when a deal is won.

Supported Actions#

  • Create Deal - Creates a new deal.
  • Create Company - Creates a new company.
  • Create Lead - Creates a new lead.
  • Create Person - Creates a new person.
  • Create Activity - Creates a new activity.

Supported Searches#

  • Find Company - Finds an existing company.
  • Find Lead - Finds an existing lead.
  • Find Person - Finds an existing person.

How to Get Started with Teamgate on Zapier

To get started with Teamgate, first click to add a Teamgate account to Zapier to be used in your Zap.

Connect your Teamgate account to Zapier

Next, you'll be asked for your Teamgate API Key.

Finding your Teamgate API key

To find your API Key, you'll first want to log into your account and head to your profile settings. Teamgate account settings

On the next screen, head to the “Main information” tab to find and copy your API key and paste it into Zapier.

Grab your Teamgate API key

Once you've entered your API Key and clicked continue, we'll test your account to make sure the connection works. If it does, you're all set!

Teamgate account test

Common Problems with Teamgate on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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.

Getting Started with Zapier

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