Connect Office 365 and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
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
Ready to use Office 365 and Teamgate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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.
Do thisActions
Action is the task that follows automatically within your Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
List All Companies
Retrieves the list of all company
Know More About Office 365 and Teamgate Integrations
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Step by step guides to integrate Office 365 and Teamgate
Frequently Asked Questions
To start, connect both your Office 365 and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Office 365 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 Office 365 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 Office 365 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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
