Integrate Teamgate with Outlook

Send information between Teamgate and Outlook automatically, without writing any code, using Zoho Flow.

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Send out a welcome email with Outlook once a new company is created in Teamgate

Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Outlook for new companies created in Teamgate.

How it works
  1. The flow triggers when a new company is created in Teamgate.
  2. Zoho Flow creates and sends a new email in Outlook.
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Send out a welcome email with Outlook once a new company is created in Teamgate

Teamgate + Outlook

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Connect Teamgate and Outlook 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 Teamgate and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

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.

Send email

Creates and sends a new email

Reply to email

Replies to the specified email

Create event

Creates a new event

Flag email

Flags the specified email

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event

Updates a event by id

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch event

Fetches an event by title

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.

CRM

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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