Connect Zoho Mail and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
New Tagged Email
Choose an Action
Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use Zoho Mail and Teamgate automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
New Tagged Email
Triggers when a new email is received and you tag it within two days.
New Company
Triggers when a new company is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body, and attachments.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Zoho Mail 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.
The data sync between Zoho Mail and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Mail 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.
About Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MoreAbout 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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