Connect Dovetail and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Insight
Choose an Action
Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use Dovetail and Teamgate automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New Insight
New Company
Triggers when a new company is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created.
New Product
Trigger when new product created.
Do thisActions
Action is the task that follows automatically within your Dovetail integrations.
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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Frequently Asked Questions
To start, connect both your Dovetail and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dovetail and Teamgate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreAbout Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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