Integrate Basin with Teamgate
Send information between Basin and Teamgate automatically, without writing any code, using Zoho Flow.
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Create a new person in Teamgate for every form entry submitted in Basin
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will create a new person in Teamgate from the responses collected via Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry submitted in Basin
Basin + Teamgate
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Supported triggers and actions
Integrate Basin and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission added
Triggers when a new submission is added
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Fetch submission
Fetches a submission based on the search query provided
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch lead
Fetches a lead using ID or name
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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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