How to connect Teamgate + Zoho CRM
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- Activity Status ChangedTriggers when an activity status is changed.Trigger
- Lead Converted to PersonTriggers when a lead is converted to person.Trigger
- Deal Stage ChangedTriggers when a deal's stage is updated.Trigger
- Email OpenedTriggers when email is opened.Trigger
- New Lost DealTriggers when a deal is lost.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Teamgate
Triggers when a new person is created.
Scheduled
Trigger
- Teamgate
Lists the products.
Scheduled
Trigger
- Teamgate
Triggers when a lead is unqualified.
Scheduled
Trigger
- Teamgate
Triggers when a deal is won.
Scheduled
Trigger
- Teamgate
Creates a new activity.
Scheduled
Action
- Teamgate
Updates a cart's products "In Stock" status.
Scheduled
Action
- Teamgate
Creates a new company.
Scheduled
Action
- Teamgate
Creates a new deal.
Scheduled
Action
- Teamgate
Creates a new lead.
Scheduled
Action
- Teamgate
Creates a new person.
Scheduled
Action
- Teamgate
Update existing product.
Scheduled
Action
- Teamgate
Creates a new product.
Scheduled
Action
- Teamgate
Update existing deal.
Scheduled
Action
- Teamgate
Update existing lead.
Scheduled
Action
- Teamgate
Finds an existing company.
Scheduled
Action
- Teamgate
Finds an existing lead.
Scheduled
Action
- Teamgate
Finds an existing person.
Scheduled
Action
- Teamgate
Finds a product give.
Scheduled
Action
- Teamgate
Finds an existing company.
Scheduled
Action
- Teamgate
Finds an existing lead.
Scheduled
Action
- Teamgate
Finds an existing person.
Scheduled
Action
- Teamgate
Finds a product give.
Scheduled
Action
- Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
How Teamgate + Zoho CRM Integrations Work
- Step 1: Authenticate Teamgate and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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