Zapier CRM Integration

Automate Workflows with Teamgate and Zapier Integration

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About this Integration

About Zapier Integration Benefits Discover Integrations Third Party Integrations

About Zapier

Zapier is a no-code automation platform that connects your favorite tools and applications, allowing you to create automated workflows (Zaps) that save time and reduce manual effort. By seamlessly linking apps, Zapier ensures your data and processes work together, enhancing efficiency across your team.

The integration between Teamgate and Zapier empowers you to automate repetitive tasks, streamline workflows, and connect Teamgate with over 5,000 other applications. From syncing leads to triggering follow-up actions, this integration lets you focus on high-impact work while Zapier handles the routine.

Custom Integration

Integration Benefits

Eliminate Repetitive Manual Tasks –Automate actions like creating leads, updating contacts, or scheduling follow-ups by connecting Teamgate with your favorite tools through Zapier. This integration reduces manual effort, allowing your team to focus on building relationships and driving results.

Connect Teamgate to Thousands of Apps – Whether it’s email marketing platforms, project management tools, or communication apps, Zapier connects Teamgate to virtually any software you use. This flexibility allows you to build workflows that fit your team’s unique needs and processes.

Streamline Your Sales and Support Processes – Set up automated triggers that sync data between Teamgate and other tools in real time. From capturing leads to updating task lists, this integration ensures your workflows remain smooth, accurate, and efficient without any extra effort.

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Discover other integrations with Teamgate

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

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

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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