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 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 https //www teamgate com/ directly requirements to use the teamgate crm app in make, you must have an active teamgate account and an api key, https //www teamgate com/ for subscription, refer to the https //www teamgate com/ connect teamgate crm and {{product name}} to get started, you must first create a connection between teamgate crm and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www teamgate com/support/8270471 where can i find my api authentication key auth token/ create the connection in {{product name}} https //www make com/en/register , add the teamgate crm module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page teamgate crm modules after connecting to the teamgate crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create product add a new product to your inventory or catalog create company add a new company record to your database create deal creates a new sales deal record in your crm system create event creates a new event of your chosen type—such as a task, call, appointment, or note—in your system create lead add a new lead record to your crm or sales platform create person add a new person record to your database create team create a new team for users delete company deletes the selected company from your account delete deal deletes the selected deal from your account delete event deletes a selected event from your calendar delete file deletes the selected file from your chosen storage location delete lead deletes a selected lead from your database delete person deletes the selected person record from your database delete product deletes the selected product from your inventory or product list delete team deletes the selected team from your account global search retrieve all values that match the specified string search companies retrieve a list of companies that match the specified search criteria search deals retrieve a list of deals that match the specified search criteria search events retrieve a list of events that match the specified parameters search files retrieve a list of all files that match the specified parameters search leads retrieve a list of leads that match the specified search criteria search people retrieve a list of people that match the specified search criteria search products retrieve a list of products that match the specified search criteria search teams retrieve a list of all teams that match the specified parameters search users retrieve a list of users that match the specified parameters watch new companies triggers when a new company record is added to your system watch new deals triggers when a new deal is added to your account watch new events triggers when a new event is added to your calendar watch new files triggers when a new file is added to the specified location watch new leads triggers when a new lead record is added to your system watch new people triggers when a new person record is added to your system watch new products triggers when a new product is added to your inventory or catalog templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} teamgate crm resources you can have access to more resources related to this app on the following links https //www teamgate com/ https //developers teamgate com/?version=latest https //www make com/en/integrations/teamgate crm