Teamgate + Teamgate

Teamgate + Teamgate integrations

Assign tasks for new leads in Teamgate CRM

Never leave a new lead without an upcoming action planned. This integration creates the task of your choice and assigns it to the lead owner every time a new lead is added to Teamgate CRM.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ActivityCreates a new activity.
ActionWrite

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More things you can do with Teamgate

Discover other triggers and actions you can use with Teamgate

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

New Product
Lists the products.
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It

- Deal ID
  Required
- In Stock?
  Required
Action
Write
- Id
  Required
- Deal Name
- Deal Stage ID
- Deal Price
- Currency ISO
- Owner ID
- Owner Username
Action
Write
- Lead Name
  Required
- Company
- Job Title
- Owner
- Collaborators
- 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
- Person Name
  Required
- Company
- Job Title
- Owner
- Collaborators
- 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
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Id
  Required
- Person Name
- Company
- Job Title
- Owner
- Collaborators
- 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
- Title
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- Title
  Required
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- Collaborators
- 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
- Lead Name
  Required
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- 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
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write

- Owner
- Creator
- Source
- Industry
Trigger
Polling
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Type
  Required
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write
- Title
  Required
- Person
- Job Title
- Owner
- Collaborators
- 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
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Content
  Required
- Company
- Person
- Lead
- Deal Id
- Client Id
Action
Write
- Id
  Required
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- Title
- Person
- Job Title
- Owner
- Collaborators
- 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
- Id
  Required
- Lead Name
- Company
- Job Title
- Owner
- Collaborators
- 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
- Title
- Phone Number
- E-Mail Address
Action
Search
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- Name
  Required
- Sku
Action
Search
- Name
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Search or write
- Person Name
  Required
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- 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

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.

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Assign tasks for new leads in Teamgate CRM

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