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.
Go to siteTeamgate API Integrations
Build and run workflows using the Teamgate API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
teamgate: {
type: "app",
app: "teamgate",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.teamgate.com/v4/users`,
headers: {
"X-App-Key": `${this.teamgate.$auth.app_key}`,
"X-Auth-Token": `${this.teamgate.$auth.auth_token}`,
},
})
},
})
Choose an API to Connect with Teamgate API#
1-24of2,000+apps by most popular
Example Use Cases#
Sales Lead Scoring and Distribution: Automate the process of scoring sales leads based on custom criteria and distribute them to the appropriate sales rep. Using Teamgate's API on Pipedream, you can evaluate new lead information, score them, and assign them to team members in Teamgate based on their score, location, or product interest.
Customer Data Enrichment: Enhance customer profiles in Teamgate by integrating with enrichment services like Clearbit. As new contacts are added to Teamgate, trigger a workflow on Pipedream to fetch additional data points such as company size, industry, and social profiles, then update the corresponding records in Teamgate to ensure sales reps have rich, actionable data.
Automated Deal Follow-ups: Set up a workflow that sends personalized follow-up emails or SMS messages to prospects after a deal reaches a certain stage in Teamgate. Connect Teamgate to email platforms like SendGrid or messaging services like Twilio on Pipedream to automate communication, keeping deals moving and maintaining engagement without manual effort.
Popular Teamgate Integrations#
Popular Teamgate Triggers#
Emit new event when a activity status is changed. See docs here
Emit new event when a deal stage is changed. See docs here
Authentication#
Teamgate uses API keys for authentication. When you connect your Teamgate account, Pipedream securely stores the keys so you can easily authenticate to Teamgate APIs in both code and no-code steps.
To find your app key, go to Teamgate dashboard, then click on your initials/picture at the top right corner of Teamgate and choose Settings > Additional features > External App > New API Key request
You can find your personal API authentication key (AUTH_TOKEN) by clicking on your initials/picture at the top right corner of Teamgate and choose "My Profile" > Integrations > API access >copy AUTH_TOKEN