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.

Integrate the Teamgate API with the Data Stores API

Setup the Teamgate API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Teamgate and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on New Activity Status Change from Teamgate API
Teamgate + Data Stores
 
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Add or update a single record with Data Stores API on New Company from Teamgate API
Teamgate + Data Stores
 
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Add or update a single record with Data Stores API on New Deal from Teamgate API
Teamgate + Data Stores
 
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Add or update a single record with Data Stores API on New Deal Stage Change from Teamgate API
Teamgate + Data Stores
 
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Add or update a single record with Data Stores API on New Lead Converted To Person from Teamgate API
Teamgate + Data Stores
 
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New Activity Status Change from the Teamgate API

Emit new event when a activity status is changed. See docs here

 
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New Company from the Teamgate API

Emit new event when a new company is created. See docs here

 
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New Deal from the Teamgate API

Emit new event when a new deal is created. See docs here

 
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New Deal Stage Change from the Teamgate API

Emit new event when a deal stage is changed. See docs here

 
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New Lead from the Teamgate API

Emit new event when a new lead is created. See docs here

 
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Create Activity with the Teamgate API

Creates a new activity See the docs here

 
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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Create Company with the Teamgate API

Create a new company. See the docs here

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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Create Deal with the Teamgate API

Create a new deal. See the docs here

 
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Overview of Teamgate

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.

Connect Teamgate

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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}`,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})