Integrate Everest Forms with Teamgate
Send information between Everest Forms and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Teamgate for each form entry made in Everest Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Teamgate using the responses received from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new person in Teamgate.
Add a new person in Teamgate for each form entry made in Everest Forms
Everest Forms + Teamgate
Build your own integrations between Everest Forms and Teamgate
Connect Everest Forms and Teamgate with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Everest Forms and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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 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 Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
