Integrate Teamgate with Productive
Send information between Teamgate and Productive automatically, without writing any code, using Zoho Flow.
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Create a new project in Productive for every deal won in Teamgate
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Productive for every deal successfully closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Productive.
Create a new project in Productive for every deal won in Teamgate
Teamgate + Productive
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Supported triggers and actions
Integrate Teamgate and Productive 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
Booking created
Triggers when a new booking is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
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
Create contract
Creates a new contract
Create booking
Creates a new booking
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create contact
Creates a new contact
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update booking
Updates the details of an existing booking
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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