Connect WPForms and Teamgate to Build Intelligent Automations

Choose a Trigger

WPForms

When this happens...

Choose an Action

Teamgate

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Entry

New Form Entry

Triggers on a new form entry.

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.

Do thisActions

Action is the task that follows automatically within your WPForms 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 WPForms and Teamgate?

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

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

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

How often does the data sync between WPForms and Teamgate?

The data sync between WPForms and Teamgate 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 WPForms to Teamgate?

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 WPForms and Teamgate?

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

WPForms

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn More
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.

Learn More