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 Salesforce API
Setup the Teamgate API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Teamgate and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Teamgate with Salesforce#
Popular Teamgate and Salesforce 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
Popular Teamgate and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
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#
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 Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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