Connect Loom and Teamgate
Integrate Loom with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Video Metadata from Loom when New Deal Won in Teamgate
Generate Embed Code for Loom when New Deal Won in Teamgate
Get Video Metadata from Loom when New Product Created in Teamgate
Get Video Metadata from Loom when New Person Created in Teamgate
Generate Embed Code for Loom when Deal Stage Changed in Teamgate
Popular Loom + Teamgate flows
Start from a real workflow other teams are already running.
Choose a trigger
Loom
When this happens...
- Request a new Trigger for Loom
Choose an action
Teamgate
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
Get Video Metadata from Loom when New Deal Won in Teamgate
Use this flowGenerate Embed Code for Loom when New Deal Won in Teamgate
Use this flowGet Video Metadata from Loom when New Product Created in Teamgate
Use this flowGet Video Metadata from Loom when New Person Created in Teamgate
Use this flowGenerate Embed Code for Loom when Deal Stage Changed in Teamgate
Use this flowGenerate Embed Code for Loom when Activity Status Changed in Teamgate
Use this flowGet Video Metadata from Loom when Deal Stage Changed in Teamgate
Use this flowGenerate Embed Code for Loom when New Product Created in Teamgate
Use this flowGenerate Embed Code for Loom when New Person Created in Teamgate
Use this flowGet Video Metadata from Loom when Activity Status Changed in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Loom and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Loom integrations.
Get Video Metadata
Retrieve Loom video info
Generate Embed Code
Create iframe code from Loom
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Loom
Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Loom and Teamgate accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Loom and Teamgate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamgate. No coding required.
Yes. You can set up a workflow where Loom triggers actions in Teamgate, and a separate workflow where Teamgate triggers actions in Loom. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Loom and Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Loom and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
