Integrate Formsite with Teamgate
Send information between Formsite and Teamgate automatically, without writing any code, using Zoho Flow.
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Create a new person in Teamgate when a form is submitted through Formsite
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in Teamgate using the responses received from Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate when a form is submitted through Formsite
Formsite + Teamgate
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Supported triggers and actions
Integrate Formsite and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal won
Triggers when a deal is won
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Fetch lead
Fetches a lead using ID or name
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.
What is Formsite?
Similar apps
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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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
Toto
Technical Engineer, CASIOPE
Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
Ramakrishna Karolla
Founder and CEO, Revenue Ranch
