Integrate Teamgate with Active Collab

Send information between Teamgate and Active Collab automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new project in Active Collab for every deal won in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Active Collab.
+

Create a new project in Active Collab for every deal won in Teamgate

Teamgate + Active Collab

Build your own integrations between Teamgate and Active Collab

Connect Teamgate and Active Collab with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal lost

Triggers when a deal is lost

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Task closed

Triggers when a task is closed

Task list created

Triggers when a new task list is created in a project

Task created

Triggers when a new task is created

Comment added

Triggers when a comment is added to an object

Task updated

Triggers when the details of an existing task is updated

Task moved

Triggers when a task is moved from one task list to another

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create person

Creates a new person

Create deal

Creates a new deal

Create company

Creates a new company

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

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 user

Fetches the details of the specified user using ID, name or email address.

Fetch comapny

Fetches a company using company name, code or email address.

Create project

Creates a new project

Create task

Creates a new task

Create company

Creates a new company

Add comment to task

Creates a new comment in the selected task

Add comment to discussion

Adds a new comment to discussion

Move task

Moves the specified task to the selected task list

Fetch task

Fetches the details of an existing task

Fetch user

Fetches the details of an existing user by email address

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 Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY