Teamgate CRM
 | Teamgate is a CRM platform for managing sales pipelines, contacts, and deals. Integrating with Make.com lets users automate lead capture, update deal stages, and sync contact information between Teamgate and other business tools. |
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This is AI-generated content based on official Teamgate CRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Teamgate CRM directly.
Requirements
To use the Teamgate CRM app in Make, you must have an active Teamgate account and an API Key, create your account on Teamgate CRM. For subscription, refer to the Teamgate CRM pricing page.
Connect Teamgate CRM and Make
To get started, you must first create a connection between Teamgate CRM and Make, allowing the two services to communicate.
Obtain your API Key in your Teamgate CRM account
Create the connection in Make.
Obtain your API Key in your Teamgate CRM account
Before you create the connection in Make, you should first obtain your API Key in your Teamgate CRM account.
To obtain your API Key :
Click on your initials or profile picture at the top right corner.
Select My Profile from the dropdown menu.
Click on Integrations.
Click on API access.
Copy the API token displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Teamgate CRM module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Teamgate CRM account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Teamgate CRM modules
After connecting to the Teamgate CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Teamgate CRM resources
You can have access to more resources related to this app on the following links