CRM integrations to boost your sales
Set up your favourite application integration with CRM and boost daily performance while saving time. It is time to supercharge your daily sales tool with a variety of additional business solutions.
Manage your sales more efficiently with these CRM integrations
CRM Integrations F.A.Q.
What is CRM integration?
CRM integration is the use of additional non-native tools and features to create solutions for managing your data, your customer’s data, your customer’s behaviour, communications, and many other sales and marketing functions.
How CRM integration can help in daily tasks?
CRM integration can help you manage every stage of your entire sales process easier, and more efficiently – from valuable time saving features, manual data entry elimination, automated analysis and data enrichment. Integrated CRM solutions make the working life of sales managers and sales team more streamlined, and more productive.
What are the types of CRM integration?
There are several types of CRM integrations. 1. Automatic, easy to set up integrations which are built directly into the CRM, – requiring only login and connect to utilise their functionality. 2. Integrations via non-native solutions like Zapier and PieSync – CRM integration is simply initiated on a 3rd party platform strictly according to your requirements. 3. Manual integrations via API (application programming interface) – this integration requires additional programing capabilities.
Do all the applications integrate the same manner?
No. Integrated CRM features which are available on Teamgate come in 3 different ways (all mentioned above). The majority of these integrations are either automatic or integrated using platforms like Zapier or PieSync.
Which Teamgate pricing plans support integrations?
Integrations are supported on both the Professional and Enterprise pricing plans. The professional pricing plan provide users with core API access for manual integration building. It also facilitates integrations via platforms like Zapier and PieSync. The professional plan also includes integrations with Google Apps, WordPress and LinkedIn. The Enterprise pricing plan provides users with all the integrations mentioned in the Professional plan, along with all other integrations available on Teamgate, such as; Intercom, Zendesk, Mailchimp, Xero, and a host of others.
Where and how are these integrations supported?
Teamgate supports full integration performance directly from its end. Teamgate integrations, regardless of what they are, once they are activated are fully supported and monitored by Teamgate HQ.
Who will set up an integration?
Teamgate provides all instructional material (documentation) together with explanations on the process of setting up integrations with 3rd party solutions. However, the integration process itself is performed solely by the Teamgate customer in order to ensure data privacy and security.
Does Teamgate support integration with Microsoft Outlook?
Teamgate currently offers “Email copy attachment via Bcc” as a CRM integration with Microsoft Outlook alternative. Sent and received emails on Microsoft Outlook are attached to the relevant person on Teamgate and can be seen in the contact timeline section. A direct integration with Microsoft Outlook is currently in production as part of the process to make Teamgate a fully integrated CRM solution.
Do I need any special technical knowledge to use integrations?
For the most part – No. Teamgate provides you with all the necessary information to initialise the desired integrations. In addition to our documentation, 3rd party integration platforms like Zapier and PieSync provide their own guidelines on integration setup. Technical knowledge is only needed when creating a manual CRM integration using an API.
Is my data secure using integrations?
Teamgate guarantees data security right across the entire Teamgate platform. All of Teamgate’s integration partners are verified companies which have their own data integral security policy. For more information on Teamgate data security please refer to the Teamgate Security section.