TeamGram and Salesflare
How to connect TeamGram
- Via Zapier — 33 operations available. Set it up ↗
What you can automate
- When company Created in TeamGram, find or create account in Salesflare.
- When company Updated in TeamGram, find or create account in Salesflare.
- When contact Created in TeamGram, find or create contact in Salesflare.
- When contact Updated in TeamGram, find or create contact in Salesflare.
- When lead Created in TeamGram, find or create contact in Salesflare.
- When lead Tag Added in TeamGram, find or create contact in Salesflare.
About TeamGram
TeamGram is a CRM and collaboration tool that helps businesses close more sales and get more done.
TeamGram operations on Zapier
Triggers (15)
Start a workflow when this happens
- Company Created — Triggers when a company is created.
- Company Updated — Triggers when a company is updated.
- Contact Created — Triggers when a contact is created.
- Contact Updated — Triggers when a contact is updated.
- Get Lead Sequences — Used for getting sequences for your leads.
Show 10 more triggers
- Get Regions — Used for getting regions
- Lead Created — Triggers when a lead is created.
- Lead Tag Added — Trigger when tags are added to a lead
- Lead Updated — Triggers when a lead is updated.
- New Lead — Trigger when a new lead is created.
- Opportunity Closed — Triggerds when an opportunity is closed.
- Opportunity Won — Triggers when an opportunity is won.
- Order Created — Triggers when an order is created.
- Order Updated — Triggers when an order is updated.
- Quote Accepted — Triggers when a quote is accepted.
Actions (15)
Things Salesflare can make it do
- Add Note by Id — Adds a note to an entity by internal id of the entity.
- Add Note to Lead — Adds a note to a lead.
- Add Note to Order by Reference — Adds note to an order using reference number
- Add Tag by Id — Adds tags to an entity by internal id of the entity.
- Add Tag to Contact — Add tags to contact using name, lastname or email.
Show 10 more actions
- Add Tag to Lead — Adds tags to a lead.
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Custom Document — Creates a new document in a custom application.
- Create Lead — Creates a new lead.
- Create Order — Creates a new order.
- Create Product — Creates a new product.
- Find or Create Customer — Find or Create Customer
- Find or Create Lead — Finds existing (non converted) leads.
- Find or Create Product — Find or Create Product
Searches (3)
Look up existing records
- Find Customer — Finds an existing customer which can be a contact or a company.
- Find Lead — Finds existing (non converted) leads.
- Find Product — Finds an existing product in your database.
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