CRM integrations to boost your sales

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Customer Support
Communication
Communication APIs
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Email
Email Marketing
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Scheduling & Calendar
Workflow Automation
Contact Management
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Manage your sales more efficiently with these CRM integrations:

Zendesk

Customer Support

Connect support tickets with CRM contacts, enabling sales teams to view support histories and collaborate better with customer service, improving client understanding and accelerating personalized sales follow-up.

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Freshdesk

Customer Support

Display client support requests within Teamgate, enhancing collaboration between sales and service teams by aligning communication history with lead and customer records for context-rich engagement.

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Slack

Team Communication

Send real-time CRM updates, lead activity, and deal progress directly to Slack channels, boosting cross-team visibility and enabling faster decision-making without leaving the messaging platform.

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Outlook

Email

Synchronize emails, calendars, and contacts with Teamgate, ensuring communication records and meetings are logged automatically for seamless scheduling, follow-up, and contact management from a familiar interface.

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Gmail

Email

Integrate Gmail communication into contact timelines, automates email tracking and lead capture, and ensures CRM reflects all email interactions for efficient sales communication and transparency.

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Microsoft 365

Productivity Suite

Connect emails, contacts, and calendars from Microsoft 365 with Teamgate, allowing streamlined access to communication records, scheduling, and data syncing across the CRM environment.

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MailChimp

Email Marketing

Sync mailing lists, campaigns, and performance data with Teamgate contacts, enabling targeted email marketing and tracking campaign impact directly on leads and deals in the CRM.

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WordPress

Website Management

Capture lead form submissions from WordPress into Teamgate CRM, streamlining contact creation and enabling immediate follow-up with embedded tracking for marketing attribution.

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Intercom

Customer Support

Enrich contact records with Intercom chat history, aligning customer messaging insights with sales workflows for stronger engagement, quicker resolution, and smarter follow-up strategies.

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QuickBooks

Accounting & Finance

Sync customer financial data, including invoices and payments, into Teamgate, allowing sales teams to view account status and prioritize outreach based on billing and payment behavior.

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Xero

Accounting & Finance

Connect billing and payment data from Xero with Teamgate contacts, giving sales visibility into client account health and supporting informed conversations and strategic account management.

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Google Drive

File Management

Link Google Drive documents to CRM records, allowing quick access to proposals, contracts, or collateral from contact or deal pages for smoother collaboration and document handling.

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Google Calendar

Calendar

Sync events with Teamgate, logging meetings and reminders automatically, enabling streamlined scheduling, enhanced time management, and better tracking of customer interactions and follow-ups.

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Zapier

Workflow Automation

Automate repetitive tasks by linking Teamgate with thousands of apps, triggering CRM updates, lead creation, or notifications based on actions across your tech stack—no code needed.

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Make.com

Workflow Automation

Automate CRM workflows by connecting Teamgate with other tools via visual scenarios, syncing data and triggering actions across platforms without manual input or technical complexity.

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Google Contacts

Contact Management

Sync Google Contacts with Teamgate, ensuring contact records stay up-to-date across both platforms, minimizing duplicates and providing accurate, consistent customer data across teams.

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Office 365 Calendar

Calendar

Integrate calendar events into Teamgate, logging meetings and syncing schedules, enabling clear visibility into upcoming appointments and aligning activities with CRM contacts and deals.

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Calendly

Scheduling & Calendar

Automatically create or update CRM records when a prospect books a meeting via Calendly, improving lead capture and ensuring all appointments are synced with sales workflows.

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Twilio

Communication

Enable SMS and call functionality directly from Teamgate, logs communication histories automatically, and supports faster, more personal follow-ups with prospects and clients.

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Nexmo

Communication APIs

Integrate SMS messaging into Teamgate CRM, allowing two-way communication with customers, logging conversations, and enhancing mobile engagement without leaving the CRM environment.

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OpenStreetMaps

Mapping & Location

Map contact locations within Teamgate using OpenStreetMaps, helping visualize geographic distribution, plan routes for field visits, and enhance territory-based sales planning.

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DETAILS

Frequently Asked Questions

CRM integration is the use of additional non-native tools and features to create solutions for managing your data, your customer’s data, your customer’s behaviour, communications, and many other sales and marketing functions.

CRM integration can help you manage every stage of your entire sales process easier, and more efficiently – from valuable time saving features, manual data entry elimination, automated analysis and data enrichment. Integrated CRM solutions make the working life of sales managers and sales team more streamlined, and more productive.

There are several types of CRM integrations. 1. Automatic, easy to set up integrations which are built directly into the CRM, – requiring only login and connect to utilise their functionality. 2. Integrations via non-native solutions like Zapier and PieSync – CRM integration is simply initiated on a 3rd party platform strictly according to your requirements. 3. Manual integrations via API (application programming interface) – this integration requires additional programing capabilities.

No. Integrated CRM features which are available on Teamgate come in 3 different ways (all mentioned above). The majority of these integrations are either automatic or integrated using platforms like Zapier or PieSync.

Integrations are supported on both the Professional and Enterprise pricing plans. The professional pricing plan provide users with core API access for manual integration building. It also facilitates integrations via platforms like Zapier and PieSync. The professional plan also includes integrations with Google Apps, WordPress and LinkedIn. The Enterprise pricing plan provides users with all the integrations mentioned in the Professional plan, along with all other integrations available on Teamgate, such as; Intercom, Zendesk, Mailchimp, Xero, and a host of others.

Teamgate supports full integration performance directly from its end. Teamgate integrations, regardless of what they are, once they are activated are fully supported and monitored by Teamgate HQ.

Teamgate provides all instructional material (documentation) together with explanations on the process of setting up integrations with 3rd party solutions. However, the integration process itself is performed solely by the Teamgate customer in order to ensure data privacy and security.

Teamgate currently offers “Email copy attachment via Bcc” as a CRM integration with Microsoft Outlook alternative. Sent and received emails on Microsoft Outlook are attached to the relevant person on Teamgate and can be seen in the contact timeline section. A direct integration with Microsoft Outlook is currently in production as part of the process to make Teamgate a fully integrated CRM solution.

For the most part – No. Teamgate provides you with all the necessary information to initialise the desired integrations. In addition to our documentation, 3rd party integration platforms like Zapier and PieSync provide their own guidelines on integration setup. Technical knowledge is only needed when creating a manual CRM integration using an API.

Teamgate guarantees data security right across the entire Teamgate platform. All of Teamgate’s integration partners are verified companies which have their own data integral security policy. For more information on Teamgate data security please refer to the Teamgate Security section.

More questions? Contact us.

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But don't just take our word for it...

Here's what others say about Teamgate:

Krish Sivanathan

Krish Sivanathan

Director of Operations, Packagecloud

Utilizing sales insights we have been able to conduct targeted experiments, enabling Packagecloud to increase engagement rates by 18% through the refinement of scripts and lead targeting.

Jack Hodges

Jack Hodges

Sales Manager, FiveCRM

With Teamgate’s intuitive interface, our user adoption was immediate. Even with a remote team consisting of sales, customer success and marketing - we were onboarded and up and running within hours.

Allison Barkley

Allison Barkley

Director of Operations, Baremetrics

With Teamgate we've been able to refine our true ICP through sales insights. This has enabled targeted marketing campaigns resulting in more conversions and an increase in our overall marketing ROI.