Teamgate Integrations

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

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

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

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

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