Integrate Teamgate with Zoho TeamInbox
Send information between Teamgate and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Initiate a welcome email using Zoho TeamInbox when a new company is created in Teamgate
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will dispatch a welcome email through Zoho TeamInbox for newly created companies in Teamgate.
How it works
- The flow triggers when a new company is created in Teamgate.
- Zoho Flow sends a new email in Zoho TeamInbox.
Initiate a welcome email using Zoho TeamInbox when a new company is created in Teamgate
Teamgate + Zoho TeamInbox
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Supported triggers and actions
Integrate Teamgate and Zoho TeamInbox 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
New inbound message
Triggers when a new inbound message is recieved
Outbound reply
Triggers when a new outbound reply message is sent
New comment
Triggers when a new comment is recieved
Inbound reply received
Triggers when a new inbound reply message is received
New outbound message
Triggers when a new outbound message is sent
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 contact
Creates a new contact
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
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 Zoho TeamInbox?
Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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