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Create effective Teamgate automations in minutes by using pre-made templates that are customized for your needs
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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.
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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