Integrate Teamgate with TeamGrid
Send information between Teamgate and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in TeamGrid for every deal won in your Teamgate
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in TeamGrid for every deal won in your Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in TeamGrid.
Create a new project in TeamGrid for every deal won in your Teamgate
Teamgate + TeamGrid
Build your own integrations between Teamgate and TeamGrid
Connect Teamgate and TeamGrid 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 TeamGrid 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
Task created
Triggers when a task is created
Task completed
Triggers when task is completed
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Project created
Triggers when a new project 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.
Create task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing task
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
