Integrate Everest Forms with Teamgate

Send information between Everest Forms and Teamgate automatically, without writing any code, using Zoho Flow.

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Add a new person in Teamgate for each form entry made in Everest Forms

Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Teamgate using the responses received from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new person in Teamgate.
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Add a new person in Teamgate for each form entry made in Everest Forms

Everest Forms + Teamgate

Build your own integrations between Everest Forms and Teamgate

Connect Everest Forms and Teamgate with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Teamgate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry 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

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 Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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 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.

Julien Granjean

CEO, iDAYit

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