Integrate Teamgate with Insightful
Send information between Teamgate and Insightful automatically, without writing any code, using Zoho Flow.
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Create a project within Insightful for every accomplished deal in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Insightful for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Insightful.
Create a project within Insightful for every accomplished deal in Teamgate
Teamgate + Insightful
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Supported triggers and actions
Integrate Teamgate and Insightful 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 created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team 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 employee
Creates a new employee
Create team
Creates a new team
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Deactivate employee
Deactivates an existing employee
Fetch team
Fetches the details of an existing team using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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