Enable Integrations or automations with these events of Teamgate and Call Assist
Triggers when a new company is created
Triggers when a new lead is created
Triggers when a new deal is created.
Trigger when new product created.
Trigger when new person created.
Triggers when an activity status is changed.
Create a new lead
Create a new deal
Retrieves the list of all company
Retrieves the list of all User
Retrieves the get pipeline collection
Retrieves all custom fields defined in your Teamgate account.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Teamgate and Call Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Call Assist (or vice versa).
Absolutely. You can customize how Teamgate data is recorded in Call Assist. This includes choosing which data fields go into which fields of Call Assist, setting up custom formats, and filtering out unwanted information.
The data sync between Teamgate and Call Assist 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 Teamgate and Call Assist. 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.
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 MoreCall Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.
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