Integrate Teamgate with Letta to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Teamgate
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
Letta
Automatically do this!
Create Agent
Send message to Letta agent
Save memory to Letta
Create Folder
Create Archive
Create identity
List Identities
Create Agents From Template
List Emails Collection from Teamgate when New Agents in Letta
Use this flowCreate Or Update Lead in Teamgate when New Agents in Letta
Use this flowUpdate Product in Teamgate when New Agents in Letta
Use this flowFind Deal in Teamgate when New Agents in Letta
Use this flowList People Collection from Teamgate when New Folders in Letta
Use this flowList Products Collection from Teamgate when New Folders in Letta
Use this flowList Emails Collection from Teamgate when New Folders in Letta
Use this flowCreate or Update Deal in Teamgate when New Folders in Letta
Use this flowFind Person in Teamgate when New Folders in Letta
Use this flowList Lead Collection from Teamgate when New Messages in Letta
Use this flowEverything you can automate between Teamgate and Letta.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new company is created in Teamgate.
Runs when a new lead is created in Teamgate.
Runs when a new deal is created in Teamgate.
Runs when a new product is created in Teamgate.
Runs when a new person is created in Teamgate.
Triggers when an activity status is changed.
Action is the task that follows automatically within your Teamgate integrations.
Retrieves the list of all company
Retrieves deals from your Teamgate CRM account .
Retrieves the list of leads from your Teamgate CRM.
Retrieves the list of people (contacts) from your Teamgate CRM account.
Retrieves the list of all product records from your Teamgate CRM account.
Retrieves a list of all emails from your Teamgate account

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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 moreLetta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
Learn moreSign up for a free viaSocket account, then authorize both your Teamgate and Letta 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 Teamgate and Letta 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 Letta. No coding required.
Yes. You can set up a workflow where Teamgate triggers actions in Letta, and a separate workflow where Letta triggers actions in Teamgate. 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 Teamgate and Letta. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamgate and Letta integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.