Integrate Teamgate with Office 365
Send information between Teamgate and Office 365 automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through Office 365 when a new company is added in Teamgate
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will dispatch a welcome email through Office 365 for newly created companies in Teamgate.
How it works
- The flow triggers when a new company is created in Teamgate.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Trigger a welcome email through Office 365 when a new company is added in Teamgate
Teamgate + Office 365
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Supported triggers and actions
Integrate Teamgate and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
Event updated
Triggers when any detail of an existing event is updated
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Email received in a mailbox
Triggers when an email is received in a user or shared mailbox
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create event
Creates a new event in the selected calendar
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of an existing user by ID
Update event
Updates the details of an existing event by ID
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of an existing user by display name
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
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