Connect Teamgate and Upvoted to Build Intelligent Automations

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Teamgate

When this happens...

Choose an Action

Upvoted

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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 Upvoted?

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

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

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

How often does the data sync between Teamgate and Upvoted?

The data sync between Teamgate and Upvoted 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 Upvoted?

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 Upvoted?

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

About Upvoted

Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.

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