Integrate Teamgate with Runrun.it

Send information between Teamgate and Runrun.it automatically, without writing any code, using Zoho Flow.

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Create a new project in Runrun.it for every deal won in Teamgate

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Runrun.it for every deal won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Runrun.it.
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Create a new project in Runrun.it for every deal won in Teamgate

Teamgate + Runrun.it

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Supported triggers and actions

Integrate Teamgate and Runrun.it using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Project created

Triggers when a new project is created

Client created

Triggers when a new client is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create deal

Creates a new deal

Create company

Creates a new company

Create lead

Creates a new lead

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.

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.

Create post on team wall

Creates a new post on team wall

Create post on enterprise wall

Creates a new post on enterprise wall

Create comment

Create a new comment

Create client

Creates a new client

Create project

Creates a new project

Create task

Creates a new task

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 Runrun.it?

Runrun.it is a cloud-based team management platform that helps managers to get more productivity out of their teams when dealing with task, time, and talent management.

Project Management

Build comprehensive workflows using

Webhook triggers

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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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