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
  1. The flow triggers when a new company is created in Teamgate.
  2. Zoho Flow creates and sends a new email in Outlook.
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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

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

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

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

Task created

Triggers when a new task is added to the selected list

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

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.

Fetch lead

Fetches a lead using ID or name

Forward event

Forwards an event request to the specified recipients

Create task

Creates a new task in the selected list

Flag email

Flags the specified email

Send email

Creates and sends a new email

Create contact

Creates a new contact

Create event

Creates a new event

Reply to email

Replies to the specified email

Update task

Updates the details of an existing task in the selected list

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch task

Fetches the details of an existing task by title or ID from the selected list

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.

CRM

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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