Connect Teamgate and Leadrat to Build Intelligent Automations

Choose a Trigger

Teamgate

When this happens...

Choose an Action

Leadrat

Automatically do this!

Ready to use Teamgate and Leadrat automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created.

New Product

New Product

Trigger when new product created.

New Person

New Person

Trigger when new person created.

Activity Status Changed

Activity Status Changed

Triggers when an activity status is changed.

Do thisActions

Action is the task that follows automatically within your Teamgate integrations.

Create Lead

Create Lead

Create a new lead

Create Deal

Create Deal

Create a new deal

List All Companies

List All Companies

Retrieves the list of all company

List All User

List All User

Retrieves the list of all User

List All Pipeline Collection

List All Pipeline Collection

Retrieves the get pipeline collection

List All Custom Fields

List All Custom Fields

Retrieves all custom fields defined in your Teamgate account.

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Frequently Asked Questions

How do I start an integration between Teamgate and Leadrat?

To start, connect both your Teamgate and Leadrat accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Leadrat (or vice versa).

Can we customize how data from Teamgate is recorded in Leadrat?

Absolutely. You can customize how Teamgate data is recorded in Leadrat. This includes choosing which data fields go into which fields of Leadrat, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Teamgate and Leadrat?

The data sync between Teamgate and Leadrat typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamgate to Leadrat?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamgate and Leadrat?

Yes, you can set conditional logic to control the flow of data between Teamgate and Leadrat. 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

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.

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Leadrat

About Leadrat

Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.

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