Integrate Teamgate with Zoho Mail

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

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Trigger a welcome email through Zoho Mail when a new company is added in Teamgate

Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Zoho Mail to new companies created in Teamgate.

How it works
  1. The flow triggers when a new company is created in Teamgate.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Trigger a welcome email through Zoho Mail when a new company is added in Teamgate

Teamgate + Zoho Mail

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Supported triggers and actions

Integrate Teamgate and Zoho Mail 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

Email received

Triggers when a new email is received

Email received from particular sender

Triggers when a new email is received from the specified email address

Email tagged

Triggers when an email is tagged.

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

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 draft

Creates a new email and stores it in the draft folder

Add user to organization

Adds a new user to an existing organization

Create permalink

Creates a permalink for a specific message by ID

Create task

Creates a new task

Create folder

Creates a new folder

Send email

Creates and sends a new email

Create note

Creates a new personal note or a group note

Move email to folder

Moves an email to the selected folder

Update permalink

Updates the details of an existing permalink by message ID

Add member to group

Adds a new member to an existing organization

Apply tag on email

Applies a tag on the selected email by message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

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 Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

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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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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 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.

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Director, Perth Security Services

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