Integrate Teamgate with TeamWave
Send information between Teamgate and TeamWave automatically, without writing any code, using Zoho Flow.
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Generate a new project in TeamWave for every deal successfully closed in Teamgate
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within TeamWave for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in TeamWave.
Generate a new project in TeamWave for every deal successfully closed in Teamgate
Teamgate + TeamWave
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Supported triggers and actions
Integrate Teamgate and TeamWave 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
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 deal
Creates a new deal
Create task
Creates a new task
Create organization
Creates a new organization
Create activity
Creates a new activity
Create event
Creates a new event
Create person
Creates a new person
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create project
Creates a new project
Update person
Updates the details of an existing person
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
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.
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What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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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.
Learn more >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
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