Integrate Bit Form with Teamgate
Send information between Bit Form 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 submitted in Bit Form
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This workflow will generate a new person in Teamgate using the form inputs received in Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry submitted in Bit Form
Bit Form + Teamgate
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Supported triggers and actions
Integrate Bit Form and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Create deal
Creates a new deal
Create company
Creates a new company
Create lead
Creates a new lead
Create person
Creates a new person
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch lead
Fetches a lead using ID or name
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
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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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