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Integrate Teamgate with Teambook
Send information between Teamgate and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Teambook for every accomplished deal in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Teambook 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 Teambook.
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Create a project within Teambook for every accomplished deal in Teamgate
Teamgate + Teambook
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Build your own integrations between Teamgate and Teambook
Connect Teamgate and Teambook with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamgate and Teambook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Person created
Triggers when a new person is created
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Deal lost
Triggers when a deal is lost
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Lead unqualified
Triggers when a lead is unqualified
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Deal won
Triggers when a deal is won
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Lead created
Triggers when a new lead is created
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Company created
Triggers when a new company is created
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Lead converted to person
Triggers when a lead is converted to person
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Deal created
Triggers when a new deal is created
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Client added
Triggers when a new client is added
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Project created
Triggers when a new project is created
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User added
Triggers when a new user is added
All Actions - Actions are the automated tasks
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Create lead
Creates a new lead
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Create company
Creates a new company
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Create deal
Creates a new deal
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Create person
Creates a new person
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch comapny
Fetches a company using company name, code or email address.
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch lead
Fetches a lead using ID or name
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Create booking
Creates a new booking
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Create user
Creates a new user
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Create client
Creates a new client
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Create project
Creates a new project
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.
Similar apps
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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