Integrate Teamgate with WorkMarket
Send information between Teamgate and WorkMarket automatically, without writing any code, using Zoho Flow.
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Create a new project in WorkMarket 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 WorkMarket for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Create a new project in WorkMarket for every deal won in Teamgate
Teamgate + WorkMarket
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Supported triggers and actions
Integrate Teamgate and WorkMarket using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
New client
Triggers when a new client is created
New assignment
Triggers when a new assignment is created
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create lead
Creates a new lead
Create person
Creates a new person
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 lead
Fetches a lead using ID or name
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.
Create assignment
Creates a new assigment
Add note
Adds a note to the selected assignment
Create client
Creates a new client
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected client
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.
Similar apps
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
Similar apps
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