Integrate Teamgate with Active Collab

Send information between Teamgate and Active Collab automatically, without writing any code, using Zoho Flow.

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Create a new project in Active Collab for every deal won in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Active Collab.
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Create a new project in Active Collab for every deal won in Teamgate

Teamgate + Active Collab

Build your own integrations between Teamgate and Active Collab

Connect Teamgate and Active Collab 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 Teamgate and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task created

Triggers when a new task is created

Comment added

Triggers when a comment is added to an object

Task closed

Triggers when a task is closed

Task list created

Triggers when a new task list is created in a project

Task moved

Triggers when a task is moved from one task list to another

Project created

Triggers when a new project is created

Task updated

Triggers when the details of an existing task is updated

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.

Add comment to task

Creates a new comment in the selected task

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create company

Creates a new company

Create project

Creates a new project

Move task

Moves the specified task to the selected task list

Fetch task

Fetches the details of an existing task

Fetch user

Fetches the details of an existing user by email address

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 Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

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Custom functions

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

Learn more >

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