Integrate Zoho Forms with Teamgate
Send information between Zoho Forms and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Teamgate for every form entry from Zoho Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Teamgate using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate for every form entry from Zoho Forms
Zoho Forms + Teamgate
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Supported triggers and actions
Integrate Zoho Forms and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry denied
Triggers when a form entry is denied
Form entry updated
Triggers when an existing form entry is updated by the user
Form entry approved
Triggers when a form entry is approved
Form entry submitted
Triggers when a new form entry is submitted
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 Zoho Forms?
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Custom functions
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Learn more >With Zoho Flow I save hours every week—up to 10 hours every month just on admin tasks—and it potentially opens up more hours for me to manage other important aspects of my business.
Paul Jozsef
CEO and Founder, Digital Practice
You can consider me a low-code person. Anyone, regardless of their knowledge in coding, can automate their business using Zoho Flow. I think that's the beauty of it.
Marian Lylee Pascua
Founder and CEO, Syncify
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
