
When this happens...
New Profile

Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new profile is created.
Runs when a new company is created in Teamgate.
Runs when a new lead is created in Teamgate.
Runs when a new deal is created in Teamgate.
Runs when a new product is created in Teamgate.
Runs when a new person is created in Teamgate.
Action is the task that follows automatically within your Klaviyo integrations.
Get an existing account details
Get a existing profile details by its Phone number.
Create a new profile
Create a new list
Adds an existing profile to a list
Removes a profile from the list.

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To start, connect both your Klaviyo and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Klaviyo 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 Klaviyo 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 Klaviyo 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.
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
Learn MoreTeamgate 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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