Teamgate and Salesflare

CRM (Customer Relationship Management) teamgate.com ↗

How to connect Teamgate

Via Zapier — 37 operations available. Set it up ↗
Via Make — 32 modules available. Set it up ↗

What you can automate

When deal Stage Changed in Teamgate, create opportunity in Salesflare.
When lead Status Changed in Teamgate, find or create contact in Salesflare.
When new Lost Deal in Teamgate, create opportunity in Salesflare.
When new Company in Teamgate, find or create account in Salesflare.
When new Deal in Teamgate, create opportunity in Salesflare.
When new Lead in Teamgate, find or create contact in Salesflare.

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.

Teamgate operations on Zapier

Triggers (13)

Start a workflow when this happens

Activity Status Changed — Triggers when an activity status is changed.
Deal Stage Changed — Triggers when a deal's stage is updated.
Email Opened — Triggers when email is opened.
Lead Converted to Person — Triggers when a lead is converted to person.
Lead Status Changed — Triggers when a lead status is changed.

Show 8 more triggers

New Company — Triggers when a new company is created.
New Deal — Triggers when a new deal is created.
New Lead — Triggers when a new lead is created.
New Lost Deal — Triggers when a deal is lost.
New Person — Triggers when a new person is created.
New Product — Lists the products.
New Unqualified Lead — Triggers when a lead is unqualified.
New Won Deal — Triggers when a deal is won.

Actions (19)

Things Salesflare can make it do

Convert Lead — Convert a lead to a person and/or a company.
Create Activity — Creates a new activity.
Create Company — Creates a new company.
Create Deal — Creates a new deal.
Create Lead — Creates a new lead.

Show 14 more actions

Create Note — Creates a new note.
Create Person — Creates a new person.
Create Product — Creates a new product.
Find or Create Company — Finds an existing company.
Find or Create Deal — Finds an existing deal.
Find or Create Lead — Finds an existing lead.
Find or Create Person — Finds an existing person.
Find or Create Product — Finds a product give.
Update Cart Products Status — Updates a cart's products "In Stock" status.
Update Company — Update existing company.
Update Deal — Update existing deal.
Update Lead — Update existing lead.
Update Person — Update existing person.
Update Product — Update existing product.

Searches (5)

Look up existing records

Find Company — Finds an existing company.
Find Deal — Finds an existing deal.
Find Lead — Finds an existing lead.
Find Person — Finds an existing person.
Find Product — Finds a product give.

Teamgate operations on Make

Triggers (7)

Start a workflow when this happens

Watch New Companies — Triggers when a new companies is created
Watch New Deals — Triggers when a new deals is created.
Watch New Events — Triggers when a new event is created
Watch New Files — Triggers when a new file is uploaded
Watch New Leads — Triggers when a new leads is created

Show 2 more triggers

Watch New People — Triggers when a new persons is created
Watch New Products — Triggers when a new product is create

Actions (15)

Things Salesflare can make it do

Create Product — Create a new product
Create Company — Create a new company
Create Deal — Creates a new deal
Create Event — Creates a new event of a selected type (task, call, appointment or note)
Create Lead — Create a new lead