rocketkind
Sales

Teamgate

Teamgate is a sales CRM: companies, contacts and deals moving through a pipeline.

Authentication

  • API key

Actions

Generic API request. Call any Teamgate API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • List companiesBrowse the company records in Teamgate CRM — the usual way to find a company id before associating a contact or a deal with it.
  • List contactsBrowse the people stored in Teamgate CRM to find a contact id or email address, for example before logging an activity against them.
  • List dealsBrowse the sales opportunities in Teamgate CRM to see what is in the pipeline and at what value, or to find a deal id.

Triggers

  • New or updated companyStarts when a company record is created or its details change in Teamgate CRM.
  • New or updated contactStarts when a contact record is created or its details change in Teamgate CRM.
  • New or updated dealStarts when a deal is created or its details change in Teamgate CRM.

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