Connect Teamgate and Polr to Build Intelligent Automations

Choose a Trigger

Teamgate

When this happens...

Choose an Action

Polr

Automatically do this!

Enable Integrations or automations with these events of Teamgate and Polr

Enable Integrations or automations with these events of Teamgate and Polr

Triggers

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.

Actions

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 Polr?

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

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

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

How often does the data sync between Teamgate and Polr?

The data sync between Teamgate and Polr 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 Polr?

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 Polr?

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

About Polr

Polr is an open-source URL shortener that allows users to create and manage short links with ease. It provides a simple and efficient way to shorten URLs, track link analytics, and customize short links for better branding and user engagement.

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