Integrate Teamgate with Runrun.it
Send information between Teamgate and Runrun.it automatically, without writing any code, using Zoho Flow.
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Create a new project in Runrun.it for every deal won in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Runrun.it for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Runrun.it.
Create a new project in Runrun.it for every deal won in Teamgate
Teamgate + Runrun.it
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Supported triggers and actions
Integrate Teamgate and Runrun.it 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
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
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.
Create client
Creates a new client
Create post on enterprise wall
Creates a new post on enterprise wall
Create task
Creates a new task
Create comment
Create a new comment
Create post on team wall
Creates a new post on team wall
Create project
Creates a new project
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.
Similar apps
What is Runrun.it?
Runrun.it is a cloud-based team management platform that helps managers to get more productivity out of their teams when dealing with task, time, and talent management.
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Learn more >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
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Technical and Operations Head, TruAct
