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Integrate Teamgate with Simplicate
Send information between Teamgate and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Simplicate for every deal successfully closed in Teamgate
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Simplicate for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Simplicate.
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Generate a new project in Simplicate for every deal successfully closed in Teamgate
Teamgate + Simplicate
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Build your own integrations between Teamgate and Simplicate
Connect Teamgate and Simplicate with over 850+ 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 Simplicate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead unqualified
Triggers when a lead is unqualified
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Company created
Triggers when a new company is created
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Person created
Triggers when a new person is created
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Deal won
Triggers when a deal is won
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Lead converted to person
Triggers when a lead is converted to person
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Deal lost
Triggers when a deal is lost
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Lead created
Triggers when a new lead is created
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Deal created
Triggers when a new deal is created
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Invoice created
Triggers when a new invoice is created
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Person added
Trigger when a new person is added
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Organization created
Trigger when a new organization is created
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Contact person added
Triggers when a new contact person is added
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Project created
Triggers when a new project is created
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Sale recorded
Triggers when a new sale is recorded
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Employee added
Triggers when a new employee is added
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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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 comapny
Fetches a company using company name, code or email address.
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Record sale
Records a new sale
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Add person
Adds a new person
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Add leave
Adds a new leave for an employee
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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What is Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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.
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