Integrate Ultimate Member with Teamgate
Send information between Ultimate Member and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Teamgate for every form entry from Ultimate Member
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Teamgate using the responses received from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry from Ultimate Member
Ultimate Member + Teamgate
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Supported triggers and actions
Integrate Ultimate Member and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User account updated
Triggers when the details of a user account is updated
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
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
All Actions - Actions are the automated tasks
Update user status
Updates the status of an existing user
Fetch user
Fetches the details of an existing user
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
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
Similar apps
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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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
