Integrate Teamgate with Outlook
Send information between Teamgate and Outlook automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Outlook once a new company is created in Teamgate
Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Outlook for new companies created in Teamgate.
How it works
- The flow triggers when a new company is created in Teamgate.
- Zoho Flow creates and sends a new email in Outlook.
Send out a welcome email with Outlook once a new company is created in Teamgate
Teamgate + Outlook
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Supported triggers and actions
Integrate Teamgate and Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Event cancelled
Triggers when an existing event is cancelled
Task created
Triggers when a new task is added to the selected list
Email received
Triggers when a new email is received
Email sent
Triggers when a new email is sent
Event updated
Triggers when the details of an existing event are updated
Event created
Triggers when a new event is created
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.
Flag email
Flags the specified email
Send email
Creates and sends a new email
Forward mail
Forwards an email request to the specified recipients
Create contact
Creates a new contact
Forward event
Forwards an event request to the specified recipients
Create task
Creates a new task in the selected list
Reply to email
Replies to the specified email
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task in the selected list
Update category
Updates the category of the given message
Search email
Searches for emails that match the given criteria
Fetch task
Fetches the details of an existing task by title or ID from the selected list
Fetch calendar
Fetches the details of a calendar by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Find contact folder
Finds a folder by name
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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What is Outlook?
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