Integrate Teamgate with Encircle
Send information between Teamgate and Encircle automatically, without writing any code, using Zoho Flow.
Build your own integrations between Teamgate and Encircle
Connect Teamgate and Encircle with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamgate and Encircle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create deal
Creates a new deal
Create company
Creates a new company
Create person
Creates a new person
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Assign user to property inspection
Assigns the specified user to a property inspection
Create property inspection structure
Creates a new structure in an existing property inspection
Create property claim note
Creates a new note in an existing property claim
Create property claim structure
Creates a new structure in an existing property claim
Assign user to property claim
Assigns the specified user to a property claim
Create property claim
Creates a new property claim
Create property claim room note
Creates a new property claim room note
Create property inspection room
Creates a new room in an existing property inspection
Create property claim room
Creates a new room in an existing property claim
Create property inspection
Creates a new property inspection
Update property claim
Updates the details of an existing property claim
Update property inspection
Updates the details of an existing property inspection
Update property claim note
Updates the details of an existing property claim note
Update property claim room note
Updates the details of an existing property claim room note
Fetch property claim
Fetches the details of an existing property claim using its ID
Fetch property claim room note
Fetches the details of an existing property claim room note using its ID
Fetch property claim note
Fetches the details of an existing property claim note using its ID
Fetch property inspection
Fetches the details of an existing property inspection using its ID
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
