Integrate Teamgate with Outlook
Send information between Teamgate and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send out a welcome email with Outlook once a new company is created in Teamgate
Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Outlook for new companies created in Teamgate.
How it works
- The flow triggers when a new company is created in Teamgate.
- Zoho Flow creates and sends a new email in Outlook.
Send out a welcome email with Outlook once a new company is created in Teamgate
Teamgate + Outlook
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Supported triggers and actions
Integrate Teamgate and Outlook 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
Email received
Triggers when a new email is received
Event created
Triggers when a new event 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 event
Creates a new event
Create contact
Creates a new contact
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Flag email
Flags the specified email
Update event
Updates a event by id
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
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.
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