Integrate Teamgate with Toggl Track

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

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Create a new project in Toggl Track for every deal won in your Teamgate

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Toggl Track for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in the selected workspace in Toggl Track.
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Create a new project in Toggl Track for every deal won in your Teamgate

Teamgate + Toggl Track

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Supported triggers and actions

Integrate Teamgate and Toggl Track 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

Time entry created

Triggers when a new time entry is created

Project updated

Triggers when a project is updated in the selected workspace

Task updated

Triggers when a task is updated in the selected workspace

Tag created

Triggers when a new tag is created in the selected workspace

Client created

Triggers when a new client is created in the selected workspace

Client updated

Triggers when a client is updated in the selected workspace

Project created

Triggers when a new project is created in the selected workspace

Time entry updated

Triggers when a time entry is updated

Task created

Triggers when a new task is created in the selected workspace

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 task

Creates a new task in the selected project

Create client

Creates a new client in the selected workspace

Create project

Creates a new project in the selected workspace

Fetch project

Fetches the details of an existing project by ID or name

Fetch time entry

Fetches the details of existing time entry by ID or start and end date

Fetch task

Fetches the details of an existing task by ID

Fetch client

Fetches the details of the existing client by ID or name

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 Toggl Track?

Toggl Track is a time tracking application that lets you manage projects across teams and make better business decisions. It provides tools for team planning, profitability analysis, and more.

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

Owain ap Rees

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 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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