Integrate Formsite with Teamgate
Send information between Formsite and Teamgate automatically, without writing any code, using Zoho Flow.
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Create a new person in Teamgate when a form is submitted through Formsite
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in Teamgate using the responses received from Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new person in Teamgate.
Create a new person in Teamgate when a form is submitted through Formsite
Formsite + Teamgate
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Supported triggers and actions
Integrate Formsite and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Deal lost
Triggers when a deal is lost
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal 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 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 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.
What is Formsite?
Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.
Similar apps
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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Hanoi School of Business and Management
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Revenue Ranch
