Integrate FastField with Teamgate
Send information between FastField 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 FastField
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Teamgate using the responses received from FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry submitted in FastField
FastField + Teamgate
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Supported triggers and actions
Integrate FastField and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission created
Triggers when a new submission is created
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 FastField?
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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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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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