Integrate Teamgate with Upscope

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

Build your own integrations between Teamgate and Upscope

Connect Teamgate and Upscope with over 1000+ 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 Upscope using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Fetch lead

Fetches a lead using ID or name

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Generate link

Generates a link to start screen sharing with a visitor

Fetch visitor by ID

Fetches the details of a visitor by ID

Fetch visitor by search term

Fetches the details of a visitor based on the search term provided

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 Upscope?

Upscope is an easy-to-use screen sharing solution for support staff of web products. It allows you to quickly see your users'​ screens and help them navigate your app.

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 >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY