Connect Teamgate and iFolio Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Lead
New Deal
New Product
New Person
Activity Status Changed
New Won Deal
Deal Stage Changed
Choose an Action
Automatically do this!
- Request a new Action for iFolio Cloud
Enable Integrations or automations with these events of Teamgate and iFolio Cloud
Enable Integrations or automations with these events of Teamgate and iFolio Cloud
Triggers
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.
New Person
Trigger when new person created.
Activity Status Changed
Triggers when an activity status is changed.
Actions
Create Lead
Create a new lead
Create Deal
Create a new deal
List All Companies
Retrieves the list of all company
List All User
Retrieves the list of all User
List All Pipeline Collection
Retrieves the get pipeline collection
List All Custom Fields
Retrieves all custom fields defined in your Teamgate account.
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Frequently Asked Questions
To start, connect both your Teamgate and iFolio Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in iFolio Cloud (or vice versa).
Absolutely. You can customize how Teamgate data is recorded in iFolio Cloud. This includes choosing which data fields go into which fields of iFolio Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Teamgate and iFolio Cloud 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 iFolio Cloud. 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 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 MoreAbout iFolio Cloud
iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!
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