Integrate Teamgate with Zoho TeamInbox

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

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Initiate a welcome email using Zoho TeamInbox when a new company is created in Teamgate

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will dispatch a welcome email through Zoho TeamInbox for newly created companies in Teamgate.

How it works
  1. The flow triggers when a new company is created in Teamgate.
  2. Zoho Flow sends a new email in Zoho TeamInbox.
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Initiate a welcome email using Zoho TeamInbox when a new company is created in Teamgate

Teamgate + Zoho TeamInbox

Build your own integrations between Teamgate and Zoho TeamInbox

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Supported triggers and actions

Integrate Teamgate and Zoho TeamInbox 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

New inbound message

Triggers when a new inbound message is recieved

Outbound reply

Triggers when a new outbound reply message is sent

Inbound reply received

Triggers when a new inbound reply message is received

New outbound message

Triggers when a new outbound message is sent

New comment

Triggers when a new comment is recieved

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 contact

Creates a new contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

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 Zoho TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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 >

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

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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