Integrate Teamgate with DoneDone

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

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

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in DoneDone for every deal won in your Teamgate.

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

Teamgate + DoneDone

Build your own integrations between Teamgate and DoneDone

Connect Teamgate and DoneDone with over 850+ 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 DoneDone using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Lead converted to person

Triggers when a lead is converted to person

Company created

Triggers when a new company is created

Lead created

Triggers when a new lead is created

Deal won

Triggers when a deal is won

Lead unqualified

Triggers when a lead is unqualified

Deal lost

Triggers when a deal is lost

Person created

Triggers when a new person is created

Task created

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create person

Creates a new person

Create lead

Creates a new lead

Create deal

Creates a new deal

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.

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 product

Fetches the details of the specified product using company ID, name or SKU.

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Create task

Creates a task in the selected project

Update task status

Updates the status of the specified task

Update task priority

Updates the priority of the specified task

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 DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

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.

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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

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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