Zapier integration with CRM
What Is Zapier?
Zapier is a powerful third-party integration platform that allows Teamgate users to automate their workflows inside Teamgate CRM and to seamlessly connect other applications to our Customer Management System. With the help of Zapier, you can save multiple hours a month per team member by automating simple tasks through multiple apps.
It is best used to connect applications that do not have a native integration with Teamgate. You can read more about setting up Zapier here.
Why Professionals Use Zapier | A Zapier Customer Story
Understanding the Zapier Lingo
Zap
A Zap is a link between all of your apps on Zapier platform.
For instance: creating a task for your team member in Teamgate and sending him an email when a new lead is created in Teamgate is an example of a Zap. Each Zap can have only one trigger, but multiple actions may be supported by this Zap.
Trigger
A trigger is an event whose activity is tracked in your selected app. For example new lead creation in our Teamgate CRM. When this happens – it triggers a Zap that completes the automated workflow with all the actions included in it. Continuing the example – a lead is created it triggers that Zap that sends out a notification for all people in email and slack and creates a Teamgate task for them to complete.
Action
An Action is an event that you select to be completed automatically after the trigger event happens. A single Zap can have multiple actions. Actions can also use data collected from the Trigger event. For example, a lead is created and then the email of that lead is taken and forwarded to Google where you can invite them to a Google Meet and send your onboarding email and then send information about the lead to your team.
Zapier integration with CRM also supports Searches, which can be used on their own or combined with actions. They help to determine which records it is possible to lookup/search from a particular query.
Ready to Start with Zapier?
Select your first Trigger
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Activity Status changedTriggers when an activity status is changed.Trigger -
Lead Converted to PersonTriggers when a lead is converted to person.Trigger
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Deal Stage ChangedTriggers when a deal's stage is updated.Trigger
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Email OpenedTriggers when email is opened.Trigger
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New Lost DealTriggers when a deal is lost.Trigger
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New CompanyTriggers when a new company is created.Trigger
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New DealTriggers when a new deal is createdTrigger
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New LeadTriggers when a new lead is created.Trigger
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New PersonTriggers when a new person is created.Trigger
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New ProductLists the products.Trigger
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New Unqualified LeadTriggers when a lead is unqualified.Trigger
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New Won DealTriggers when a deal is won.Trigger
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Create ActivityCreates a new activity.Action
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Update Cart Products StatusUpdates a cart's products "In Stock" status.Action
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Create CompanyCreates a new company.Action
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Create DealCreates a new deal.Action
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Create LeadCreates a new lead.Action
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Create PersonCreates a new person.Action
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Update ProductUpdate existing product.Action
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Create ProductCreates a new product.Action
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Update DealUpdate existing deal.Action
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Update LeadUpdate existing lead.Action
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Find CompanyFinds an existing company.Action
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Find LeadFinds an existing lead.Action
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Find PersonFinds an existing person.Action
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Find ProductFinds an existing product.Action
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Find or Create CompanyFinds an existing company.Action
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Find or Create LeadFinds an existing lead.Action
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Find or Create PersonFinds an existing person.Action
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Find or Create ProductFinds an existing product.Action
How It Can Help You:
- Improve Your Lead Capture – You can integrate Teamgate CRM with an assortment of apps used to create Web Forms and Collect Leads; e.g. Wufoo, JotForm, ContactUs, FormStack, Gmail, and others. Integration with Zapier will help eliminate manual data entry – in just a few clicks it’s possible to create a Zap which automatically imports a lead when a prospective customer completes a form. In addition, it’s possible to automate not only a lead, but also a contact, deal, and even an activity or creation.
- Better Communication with Your Team – Keep your team informed and updated using Zapier CRM software integration. Create Zaps to automatically send messages about deals won and lost, new leads and other Teamgate actions. You can also choose your preferred communication channel; e.g. Slack, Gmail or even SMS and quickly set up the integration. This helps ensure that important information reaches your team while it’s still relevant. Also, the Teamgate CRM integration with Zapier is a great way to save time spent in status update meetings and updates by phone.
- Find Information Easily – If you are using a number of tools and platforms to manage your business you are probably in need of a central information point. Teamgate Sales CRM can be just that, and integration with Zapier can help you to transfer information with Teamgate from various apps. If you use helpdesk support tools or email – recording communication history with clients, or you wish to directly invoice those clients, Zapier can help you integrate Teamgate Sales CRM using such apps as; Freshdesk, Zero, Braintree, and many others.
Transfer Teamgate Information – Integration with Zapier works in two-ways, allowing you to transfer information from Teamgate Sales CRM to other apps, along with triggering specific actions without leaving your CRM. For example; you can update lists of your Mailchimp subscribers when new leads are added, or you can add new cards to Trello ensuring that important tasks are never missed. Additionally, you can create a Dropbox folder for your newly converted contacts. It’s all up to you, the possibilities are boundless.
Discover other integrations with Teamgate
Google Calendar
Users with Teamgate account can sync events and tasks between Teamgate and Google Calendar
Google Drive
Store all kind of files in Teamgate – from documents and text files to PDFs, photos, videos and more
OpenStreetMap
Get the location of your contact in seconds and navigate there, using OpenStreetMap integration with Teamgate
Google Contacts
Everytime when you edit your Google contact’s details, this particular change will be also synced to Teamgate, and vice versa
Outlook / Gmail
Teamgate users can save any email to Teamgate in just couple of seconds. Also, you can reply to your emails without even opening your email platform
MailChimp
MailChimp integration allows you to send marketing emails, automated messages, and targeted campaigns to your Leads or Contacts using custom filters, and more
This extension automatically absorbs data from any LinkedIn profile and sends it straight to your Teamgate account just in one click
Zapier
Automate your workflows between Teamgate and 600+ apps so you can minimize all the manual work
Twilio
Using Twilio, Teamgate created SmartDialer – a phone system that allows to call directly from Teamgate, also to log calls, analyse them, and more
Nexmo
Nexmo integration allows you to send outbound and inbound SMS to your customers or your team members, also set SMS-messages as reminders
WordPress
Using Teamgate CRM forms for WordPress you can connect your WordPress website with your Teamgate account.
More Options with Zapier
Let’s have a chat
Hi, I'm Andrew, CEO here at Teamgate. Myself and my team pride ourselves in ensuring that our customers are powered to unlock their true sales potential. Speak with our team today so that we can learn more about your business and sales goals, and how Teamgate can be effectively utilized to help you grow faster.
