Integrate Teamgate with Productive

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

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Create a new project in Productive for every deal won in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Productive for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Productive.
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Create a new project in Productive for every deal won in Teamgate

Teamgate + Productive

Build your own integrations between Teamgate and Productive

Connect Teamgate and Productive 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 Productive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Task created

Triggers when a new task is created

Booking created

Triggers when a new booking is created

Contact created

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Contract created

Triggers when a new contract is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

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.

Fetch lead

Fetches a lead using ID or name

Create contract

Creates a new contract

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create booking

Creates a new booking

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update booking

Updates the details of an existing booking

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update deal

Updates the details of an existing deal

Update contract

Updates the details of an existing contract

Fetch contact

Fetches the details of an existing contact using ID

Fetch project

Fetches the details of an existing project using project ID

Fetch company

Fetches the details of an existing company using name

Fetch people

Fetches the details of the specified people

Fetch task

Fetches the details of an existing task using task ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch deal

Fetches the details of an existing deal using ID

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 Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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.

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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

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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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