Teamgate

Teamgate Integrations

  • Add new Teamgate leads to Google Contacts

    If you want to keep your contacts both in your CRM and your email app, an integration between then can save you a lot of effort. Once you set up this automation, it eliminates manual work by creating a new contact in Google Contacts automatically every time you add a new lead to Teamgate so you can always reach out to them.

    How this Teamgate-Google Contacts integration works

    1. A new lead is created in Teamgate
    2. Zapier automatically creates a Google Contact

    Apps involved

    • Teamgate
    • Google Contact
  • Create Dropbox folders for new leads on Teamgate

    Having the right material on hand when you're looking up a lead or preparing to engage with them can make all the difference. This integration can make that happen automatically for you, too. After it's been configured, a new folder will be created on Dropbox for every lead you add to Teamgate, ensuring you always know where to look for those key files and documents.

    How this Teamgate-Dropbox integration works

    1. A new lead is added to Teamgate
    2. Zapier automation creates a new folder on Dropbox

    Apps involved

    • Teamgate
    • Dropbox
  • Add new Zendesk tickets as tasks in Teamgate CRM

    Awesome customer support begins with replying to every ticket. Because you need a way to manage and respond to all those outstanding issues, anytime you receive a new Zendesk ticket, this integration will create a new follow-up activity Teamgate automatically. Set it up, and you won't ever miss a single one again.

    How this Zendesk-Teamgate integration works

    1. A new ticket is created in Zendesk
    2. Zapier creates a new task in Teamgate CRM

    Apps involved

    • Zendesk
    • Teamgate
  • Create Teamgate contact from Google Contacts

    Rather than adding new contacts to Teamgate CRM manually, use Zapier to start automatically adding new contacts right from your Google Contacts. Once you set up this Google Contacts - Teamgate CRM integration, new contact from your Google Contacts account are created as new contact in Teamgate CRM.

    Note: This Zapier integration doesn't import your existing contacts from Google Contacts - only new contacts after you've set it up.

    How It Works

    1. A new contact is created in your Google Contacts
    2. Zapier adds that contact into your Teamgate CRM account as a contact

    What You Need

    • Google account
    • Teamgate CRM account
  • Create Dropbox folders for new deals on Teamgate

    There's a lot of work that goes into closing a deal. Make sure you're never missing relevant documents by configuring this integration to help you track them all. After that, every new deal created on Teamgate will also get a matching folder on Dropbox, giving you a single place to store all the content you need to close.

    How this Teamgate-Dropbox integration works

    1. A new deal is added to Teamgate
    2. Zapier automation creates a new folder on Dropbox

    Apps involved

    • Teamgate
    • Dropbox
  • Add new MailChimp subscribers as leads on Teamgate

    The more leads you market to, the better your chances of converting them. Let us help! After you've set up this Zap, it will create a new Teamgate lead for every new subscriber on your MailChimp list, keeping it updated at all times.

    How this Teamgate-MailChimp integration works

    1. A new subscriber is added to a MailChimp list
    2. Zapier automatically creates a lead in Teamgate

    Apps involved

    • MailChimp
    • MailChimp
  • Add new leads from Facebook Lead Ads to Teamgate

    Collecting new leads through social media widens your reach significantly. However, you still need to interact with these potential customers and transfer the information somewhere you can track it. Zapier fills this gap. Every time your Facebook Lead Ads collects a new lead, all the information is passed straight to Teamgate, and the matching lead is automatically created in the Leads section for your sales processes to take over.

    How this Facebook Lead Ads-Teamgate integration works

    1. A new lead is captured by Facebook Lead Ads
    2. Zapier automatically creates a lead on Teamgate

    Apps involved

    • Facebook Lead Ads
    • Teamgate
  • Send Slack messages about new Teamgate deals

    It is very important to keep everyone on your team informed about upcoming work. This Zapier integration can help. Once it's active, every time a new deal is created on Teamgate, a new channel message will be sent on Slack. That's a great effectiveness boost for your team!

    How this Teamgate-Slack integration works

    1. A new deal is created in Teamgate
    2. Zapier automatically posts a message to a Slack channel to notify you

    Apps involved

    • Teamgate
    • Slack
  • Create new Teamgate company from Google Contacts

    Rather than adding new companies to Teamgate CRM manually, use Zapier to start automatically adding new companies right from your Google Contacts. Once you set up this Google Contacts - Teamgate CRM integration, new contact from your Google Contacts account are created as new company in Teamgate CRM.

    Note: This Zapier integration doesn't import your existing contacts from Google Contacts - only new contacts after you've set it up.

    How It Works

    1. A new contact is created in your Google Contacts
    2. Zapier adds that contact into your Teamgate CRM account as a company

    What You Need

    • Google account
    • Teamgate CRM account
  • Create Teamgate deals from new Gmail emails

    Ever wanted to have emails from Gmail automatically get sent to Teamgate CRM as deals? Well now you can with the help of Zapier. This integration makes it easy to create Teamgate CRM deals from new emails in your Gmail account.

    How It Works

    1. You have a new email in Gmail
    2. Zapier will create new a Teamgate deal with that information

    What You Need

    • Gmail account
    • Teamgate CRM account
  • Create Zoho CRM leads from Teamgate CRM deals

    Teamgate CRM is great for tracking a large amount of relationships and tracking contacts through a deal flow. But what if you need to also manage your leads in Zoho CRM? The Teamgate CRM - Zoho CRM integration will automatically create a lead in Zoho CRM when a deal is created in Teamgate CRM.

    Note: This Zapier integration doesn't import already created deals into Pipedrive - only new deals after you've set it up.

    How It Works

    1. A new deal is created in Teamgate CRM
    2. Zapier adds that deal to Zoho CRM as new lead

    What You Need

    • Teamgate CRM account
    • Zoho CRM account
  • Create a Teamgate CRM company from a JotForm submission

    A common way to automatically add new companies to CRM is through a form on your website and then use a CRM like Teamgate to manage those companies. The JotForm - Teamgate CRM integration makes it a breeze to create companies in Teamgate CRM right from your web form requests.

    Note: This Zapier integration doesn't import companies from already submitted requests list - only new companies after you've set it up.

    How It Works

    1. Your JotForm form is filled out
    2. Zapier creates a Teamgate CRM company

    What You Need

    • JotForm account
    • Teamgate CRM account
  • Create Teamgate CRM Contact from HubSpot

    HubSpot is a powerful, all-encompassing marketing suite. But if you're using a dedicated app like Teamgate CRM for your customer relationship management or deals flow, this Zap will automatically copy any new HubSpot contacts over to Teamgate. No more mashing on your copy/paste keyboard shortcuts.

    How it works

    1. A new contact is created in Hubspot
    2. Zapier automatically creates that contact in Teamgate

    What you'll need

    • Hubspot account
    • Teamgate CRM account
  • Create Teamgate CRM contact from JotForm submission

    A common way to automatically add new contacts to CRM is through a form on your website and then use a CRM like Teamgate to manage those contacts. The JotForm - Teamgate CRM integration makes it a breeze to create contacts in Teamgate CRM right from your web form requests.

    Note: This Zapier integration doesn't import contacts from already submitted requests list - only new contacts after you've set it up.

    How It Works

    1. A new attendee fills your JotForm form
    2. Zapier adds that attendee to Teamgate CRM as a contact

    What You Need

    • JotForm account
    • Teamgate CRM account
  • Create New Teamgate company from Wufoo entry

    A common way to automatically add new companies to CRM is through a form on your website and then use a CRM like Teamgate to manage those companies. The Wufoo - Teamgate CRM integration makes it a breeze to create companies in Teamgate CRM right from your web form requests.

    Note: This Zapier integration doesn't import companies from already submitted requests list - only new companies after you've set it up.

    How It Works

    1. A new attendee fills your Wufoo form
    2. Zapier adds that attendee to Teamgate CRM as company

    What You Need

    • Wufoo account
    • Teamgate CRM account
  • Create Teamgate contact from Wufoo entry

    A common way to automatically add new contacts to CRM is through a form on your website and then use a CRM like Teamgate to manage those contacts. The Wufoo - Teamgate CRM integration makes it a breeze to create contacts in Teamgate CRM right from your web form requests.

    Note: This Zapier integration doesn't import contacts from already submitted requests list - only new contacts after you've set it up.

    How It Works

    1. A new attendee fills your Wufoo form
    2. Zapier adds that attendee to Teamgate CRM as a contact

    What You Need

    • Wufoo account
    • Teamgate CRM account
  • Create Teamgate CRM company from HubSpot

    HubSpot is a powerful, all-encompassing marketing suite. But if you're using a dedicated app like Teamgate CRM for your customer relationship management or deals flow, this Zap will automatically copy any new HubSpot companies over to Teamgate. No more mashing on your copy/paste keyboard shortcuts.

    How it works

    1. A new contact is created in HubSpot
    2. Zapier automatically creates that company in Teamgate

    What You Need

    • Hubspot account
    • Teamgate CRM account
  • Create Teamgate leads from new Google Sheet rows

    Can't shake off your old habits? Still adding leads in spreadsheets? Don't worry, Teamgate and Zapier will get you moving forward. Now you can automatically create new leads on Teamgate from new row entries on Google Sheets.

    How It Works:

    1. A new row is added to a spreadsheet in Google Sheets
    2. Zapier automatically creates a lead in Teamgate

    Apps Used:

    • Google Sheets
    • Teamgate
  • Create Teamgate leads from new Twitter followers

    Are you growing your Twitter following and trying to use that growth to generate new leads? This integration will automatically create leads in Teamgate from every new follower on Twitter, allowing you to engage those followers in other meaningful ways.

    Note: Your current Twitter followers will not be transferred into leads. Only new followers will be created as leads on Teamgate

    How this Twitter-Teamgate integration works:

    1. Get a new follower on your Twitter account
    2. Zapier automatically creates a lead in Teamgate

    Apps Used:

    • Twitter
    • Teamgate
  • Create Teamgate leads from Wufoo entries

    Spending a lot of time manually copying your new form entries into your CRM? Zapier can help accelerate your sales process with automated lead generation. This integration will automatically create leads in Teamgate CRM straight from your Wufoo forms.

    How this Wufoo-Teamgate integration works:

    1. A new entry is received on Wufoo
    2. Zapier automatically creates a lead in Teamgate

    Apps Used:

    • Wufoo
    • Teamgate
  • Create Teamgate leads from new 123FormBuilder submissions

    Fancy speeding up your lead generation process? This integration will generate leads in Teamgate straight from 123FormBuilder form submissions. Now you can focus more on reaching out to those leads, and less on copy/pasting their details across apps.

    How this 123FormBuilder-Teamgate integration works:

    1. A new submission is received on 123FormBuilder
    2. Zapier automatically creates a lead in Teamgate

    Apps Used:

    • 123FormBuilder
    • Teamgate
  • Send new Formstack submissions to Teamgate as leads

    Are you spending time manually creating leads in Teamgate after collecting lead information through a form? Now with the help of Zapier, the tedious work is done for you. This integration will add new submissions from Formstack to Teamgate as a new lead, saving you time for more important work.

    How this Formstack-Teamgate integration works

    1. A new submission is received on Formstack
    2. Zapier automatically creates a lead in Teamgate

    Apps involved:

    • Formstack
    • Teamgate
  • Add new Eventbrite attendees to Teamgate as leads

    Your attendees' information is too important to lose. Once you set up this integration, it will add every new Eventbrite attendee automatically to your Teamgate Leads list, letting contact them later on when you're ready.

    How this Eventbrite-Teamgate integration works

    1. A new attendee registers for an Eventbrite event
    2. Zapier adds that attendee to Teamgate as a lead

    Apps involved

    • Eventbrite account
    • Teamgate account
  • Create Trello cards for new Teamgate deals

    Some visual tasks and details about new business prospects can help you keep your processes running smoothly. Using this Teamgate-Zapier integration, every new deal you add on Teamgate will be automatically added as a new card to any Trello list you want, keeping things organized for you.

    How this Teamgate - Trello integration works

    1. A new deal is created on Teamgate
    2. Zapier automatically creates a new card on Trello

    Apps involved

    • Teamgate
    • Trello
  • Create Teamgate contacts from new QuickBooks Customers

    Entering the same contact info more than once is a waste of your time—we'll make sure they're sent to every app you need them on. After you've configured this automation, it will trigger when when you add a new customer to QuickBooks, adding them as a contact on Teamgate as well so you always have their details on hand.

    How this Teamgate-QuickBooks integration works

    1. A new customer in QuickBooks
    2. Zapier automatically adds a new contact in Teamgate

    Apps involved

    • Teamgate
    • QuickBooks

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Teamgate Integration Details

Launched on Zapier February 13, 2015

Zapier combines Triggers (like "New Person") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Teamgate Triggers, Searches, and Actions are supported by Zapier:

New Person

Triggers when a new person is created.

New Lead

Triggers when a new lead is created.

New Deal

Triggers when a new deal is created.

New Unqualified Lead

Triggers when a lead is unqualified.

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 Won Deal

Triggers when a deal is won.

Create Company

Creates a new company.

Create Lead

Creates a new lead.

Create Person

Creates a new person.

Create Deal

Creates a new deal.

Create Activity

Creates a new activity.

Find Company

Finds an existing company.

Find Lead

Finds an existing lead.

Find Person

Finds an existing person.

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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.