Integrate Teamgate with Mavenlink

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

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Create a new project in Mavenlink for every deal won in Teamgate

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Mavenlink for every accomplished deal in Teamgate.

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

Teamgate + Mavenlink

Build your own integrations between Teamgate and Mavenlink

Connect Teamgate and Mavenlink with over 900+ 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 Mavenlink using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Story

Triggered when a new story - task, deliverable or milestone is created

New Post

Triggers when a new post is created

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.

Create Project

Creates a new project

Create Post

Creates a new post in the selected project

Create Story

Creates a task, deliverable, or milestone in the selected project

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 Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

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Webhook triggers

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Logic

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Custom functions

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

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With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Innoliving

The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.

Luis Carlos Palacios Moreno

Deputy Director, Revenue Ranch

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