Create tasks when new lead statuses are updated in Teamgate CRM
When you start working with a new lead and change their lead status in Teamgate CRM, this automation automatically creates a task of your choice and assigns it to a lead owner in Teamgate CRM. Focus on the tasks that matter the most when qualifying the leads.
When you start working with a new lead and change their lead status in Teamgate CRM, this automation automatically creates a task of your choice and assigns it to a lead owner in Teamgate CRM. Focus on the tasks that matter the most when qualifying the leads.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Activity
Creates a new activity.
ActionWriteCreate a new record or update an existing record in your app.
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Creator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Product
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal IDRequired
In Stock?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Deal Name
Deal Stage ID
Deal Price
Currency ISO
Owner ID
Owner Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Stage
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Email Opened
Triggers when email is opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Responsible
Company
Person
Lead
Deal Id
Client Id
Type
Before
Start
Status
Is Secret?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StageRequired
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Company
Person
Lead
Deal Id
Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
StageRequired
Buyer (Company)
Buyer (Person)
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Teamgate
Related categories
Related Zap Templates
- Announce newly-won deals in Teamgate CRM in Slack channel messages
- Create Teamgate leads from new Zendesk tickets
- Send Gmail emails for new Teamgate leads
- Post messages to Slack channels for newly-created leads in Teamgate CRM
- Create Google Sheets rows for newly won deals in Teamgate
- Relay emails from Gmail to newly-added leads in Teamgate CRM
- Add Mailchimp subscribers from newly won deals in Teamgate
- Create proposals in Proposify for new deal stage changes in Teamgate
- Send direct Slack messages when new leads are assigned in Teamgate CRM
- Add new leads in Intercom to Teamgate CRM
- Assign tasks for new leads in Teamgate CRM
- Create tasks for newly completed tasks in Teamgate CRM
- Create tasks for newly won deals in Teamgate
- Create tasks for new deal stage changes in Teamgate
- Update deals from newly completed tasks in Teamgate CRM
- Update product status in Teamgate CRM when new Teamgate CRM deals are created
- Update product cart statuses for new deals in Teamgate
- Update lead statuses in Teamgate CRM with newly-completed Teamgate CRM activities
- Update products for newly lost deals in Teamgate
- Update cart product statuses for newly lost deals in Teamgate
- Add new Facebook Lead Ads leads to Teamgate
- Create Teamgate leads from new Elfsight Form Builder submissions
- Create items in monday.com for new won deals in Teamgate
- Create Discord channel messages for new Teamgate leads
- Add new Teamgate leads to monday.com as items
- Send an email in Microsoft Outlook for every new won deal in Teamgate
- Create new activities in Teamgate for every new lost deal in Teamgate
- Send emails through Microsoft Outlook when deal stages change in Teamgate
- Send an email in Microsoft Outlook for new lost deals in Teamgate
- Create activities in Teamgate from new matching events in Google Calendar
- Update Brevo contacts when deal stages change in Teamgate
- Create new Teamgate leads from new Google Ads lead form entries
Related Zap Templates
- Announce newly-won deals in Teamgate CRM in Slack channel messages
- Post messages to Slack channels for newly-created leads in Teamgate CRM
- Add Mailchimp subscribers from newly won deals in Teamgate
- Add new leads in Intercom to Teamgate CRM
- Create tasks for newly won deals in Teamgate
- Update product status in Teamgate CRM when new Teamgate CRM deals are created
- Update products for newly lost deals in Teamgate
- Create Teamgate leads from new Elfsight Form Builder submissions
- Add new Teamgate leads to monday.com as items
- Send emails through Microsoft Outlook when deal stages change in Teamgate
- Update Brevo contacts when deal stages change in Teamgate
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- Create Teamgate leads from new Zendesk tickets
- Create Google Sheets rows for newly won deals in Teamgate
- Create proposals in Proposify for new deal stage changes in Teamgate
- Assign tasks for new leads in Teamgate CRM
- Create tasks for new deal stage changes in Teamgate
- Update product cart statuses for new deals in Teamgate
- Update cart product statuses for newly lost deals in Teamgate
- Create items in monday.com for new won deals in Teamgate
- Send an email in Microsoft Outlook for every new won deal in Teamgate
- Send an email in Microsoft Outlook for new lost deals in Teamgate
- Create new Teamgate leads from new Google Ads lead form entries
Â
- Send Gmail emails for new Teamgate leads
- Relay emails from Gmail to newly-added leads in Teamgate CRM
- Send direct Slack messages when new leads are assigned in Teamgate CRM
- Create tasks for newly completed tasks in Teamgate CRM
- Update deals from newly completed tasks in Teamgate CRM
- Update lead statuses in Teamgate CRM with newly-completed Teamgate CRM activities
- Add new Facebook Lead Ads leads to Teamgate
- Create Discord channel messages for new Teamgate leads
- Create new activities in Teamgate for every new lost deal in Teamgate
- Create activities in Teamgate from new matching events in Google Calendar