Integrate Teamgate with Spot Hit
Send information between Teamgate and Spot Hit automatically, without writing any code, using Zoho Flow.
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Initiate a welcome email using Spot Hit when a new company is created in Teamgate
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will dispatch a welcome email through Spot Hit for newly created companies in Teamgate.
How it works
- The flow triggers when a new company is created in Teamgate.
- Zoho Flow sends an email in Spot Hit.
Initiate a welcome email using Spot Hit when a new company is created in Teamgate
Teamgate + Spot Hit
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Supported triggers and actions
Integrate Teamgate and Spot Hit 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
Contact created
Triggers when a new contact 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.
Send email
Sends an email
Create contact
Creates a new contact
Send SMS
Sends an SMS
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 Spot Hit?
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