Integrate Teamgate with Mavenlink

Send information between Teamgate and Mavenlink automatically, without writing any code, using Zoho Flow.

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Create a new project in Mavenlink for every deal won in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Mavenlink for every accomplished deal in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Mavenlink.
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Create a new project in Mavenlink for every deal won in Teamgate

Teamgate + Mavenlink

Build your own integrations between Teamgate and Mavenlink

Connect Teamgate and Mavenlink with over 950+ 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 Mavenlink using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Post created

Triggers when a new post is created

Story created

Triggers when a new story - task, deliverable or milestone is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch lead

Fetches a lead using ID or name

Create Story

Creates a task, deliverable, or milestone in the selected project

Create Post

Creates a new post in the selected project

Create Project

Creates a new project

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.

CRM

What is Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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