Integrate Teamgate with Gist
Send information between Teamgate and Gist automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamgate and Gist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Lead created
Triggers when a new lead is created
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
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.
Tag lead
Adds a tag to the specified lead
Create or update lead
Creates or updates a lead
Tag user
Adds a tag to the specified user
Subscribe to campaign
Subscribes a user to the selected campaign
Create or update user
Creates or updates a user
Untag user
Removes a tag from the specified user
Untag lead
Removes a tag from the specified lead
Fetch lead
Fetches the details of an existing lead by ID
Fetch user
Fetches the details of an existing user by ID or 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.
Similar apps
What is Gist?
Gist is an email marketing automation, help desk, and live chat platform. You can track customer interactions, configure chat bots to schedule sales calls, and engage customers with relevant emails.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
