Integrate Teamgate with Simplicate

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

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Generate a new project in Simplicate for every deal successfully closed in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Simplicate for every deal won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Simplicate.
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Generate a new project in Simplicate for every deal successfully closed in Teamgate

Teamgate + Simplicate

Build your own integrations between Teamgate and Simplicate

Connect Teamgate and Simplicate 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 Simplicate 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

Invoice created

Triggers when a new invoice is created

Employee added

Triggers when a new employee is added

Sale recorded

Triggers when a new sale is recorded

Project created

Triggers when a new project is created

Contact person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Person added

Triggers when a new person is added

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

Add person

Adds a new person

Record sale

Records a new sale

Create project

Creates a new project

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

Project 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.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

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Technical Engineer, Master Liveaboards

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