Integrate weForms with Teamgate
Send information between weForms and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Teamgate for every form entry from weForms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Teamgate using the form responses obtained from weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry from weForms
weForms + Teamgate
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Supported triggers and actions
Integrate weForms and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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
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.
What is weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
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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 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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
