--- title: Teamgate CRM slug: teamgate-crm description: How to integrate Teamgate CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_teamgate-crm.png createdAt: 2025-12-14T08:30:39.222Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/teamgate-crm.png" alt="Teamgate CRM logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Teamgate CRM](https://www.teamgate.com/). For subscription, refer to the [Teamgate CRM pricing page](https://www.teamgate.com/). # 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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Teamgate CRM account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Click on your initials or profile picture at the top right corner. ::: :::WorkflowBlockItem Select** My Profile** from the dropdown menu. ::: :::WorkflowBlockItem Click on** Integrations**. ::: :::WorkflowBlockItem Click on** API access**. ::: :::WorkflowBlockItem 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.](https://www.teamgate.com/support/8270471-where-can-i-find-my-api-authentication-key-auth_token/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Teamgate CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](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 scenarios. :::ExpandableHeading ### Create Product Add a new product to your inventory or catalog. ::: :::ExpandableHeading ### Create Company Add a new company record to your database. ::: :::ExpandableHeading ### Create Deal Creates a new sales deal record in your CRM system. ::: :::ExpandableHeading ### Create Event Creates a new event of your chosen type—such as a task, call, appointment, or note—in your system. ::: :::ExpandableHeading ### Create Lead Add a new lead record to your CRM or sales platform. ::: :::ExpandableHeading ### Create Person Add a new person record to your database. ::: :::ExpandableHeading ### Create Team Create a new team for users ::: :::ExpandableHeading ### Delete Company Deletes the selected company from your account. ::: :::ExpandableHeading ### Delete Deal Deletes the selected deal from your account. ::: :::ExpandableHeading ### Delete Event Deletes a selected event from your calendar. ::: :::ExpandableHeading ### Delete File Deletes the selected file from your chosen storage location. ::: :::ExpandableHeading ### Delete Lead Deletes a selected lead from your database. ::: :::ExpandableHeading ### Delete Person Deletes the selected person record from your database. ::: :::ExpandableHeading ### Delete Product Deletes the selected product from your inventory or product list. ::: :::ExpandableHeading ### Delete Team Deletes the selected team from your account. ::: :::ExpandableHeading ### Global Search Retrieve all values that match the specified string. ::: :::ExpandableHeading ### Search Companies Retrieve a list of companies that match the specified search criteria. ::: :::ExpandableHeading ### Search Deals Retrieve a list of deals that match the specified search criteria. ::: :::ExpandableHeading ### Search Events Retrieve a list of events that match the specified parameters. ::: :::ExpandableHeading ### Search Files Retrieve a list of all files that match the specified parameters. ::: :::ExpandableHeading ### Search Leads Retrieve a list of leads that match the specified search criteria. ::: :::ExpandableHeading ### Search People Retrieve a list of people that match the specified search criteria. ::: :::ExpandableHeading ### Search Products Retrieve a list of products that match the specified search criteria. ::: :::ExpandableHeading ### Search Teams Retrieve a list of all teams that match the specified parameters. ::: :::ExpandableHeading ### Search Users Retrieve a list of users that match the specified parameters. ::: :::ExpandableHeading ### Watch New Companies Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch New Deals Triggers when a new deal is added to your account. ::: :::ExpandableHeading ### Watch New Events Triggers when a new event is added to your calendar. ::: :::ExpandableHeading ### Watch New Files Triggers when a new file is added to the specified location. ::: :::ExpandableHeading ### Watch New Leads Triggers when a new lead record is added to your system. ::: :::ExpandableHeading ### Watch New People Triggers when a new person record is added to your system. ::: :::ExpandableHeading ### Watch New Products Triggers when a new product is added to your inventory or catalog. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Teamgate CRM website](https://www.teamgate.com/) - [Teamgate CRM API documentation](https://developers.teamgate.com/?version=latest) - [Teamgate CRM page on make](https://www.make.com/en/integrations/teamgate-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::