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 Zoho CRM API

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

Convert Lead with Zoho CRM API on New Activity Status Change from Teamgate API
Teamgate + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Company from Teamgate API
Teamgate + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Deal from Teamgate API
Teamgate + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Deal Stage Change from Teamgate API
Teamgate + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Lead Converted To Person from Teamgate API
Teamgate + Zoho CRM
 
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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

 
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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

 
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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 Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
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Create Activity with the Teamgate API

Creates a new activity See the docs here

 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Create Company with the Teamgate API

Create a new company. See the docs here

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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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 Zoho CRM

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})