Teamgate integration with Gmail
How to Relay emails from Gmail to newly-added leads in Teamgate CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Relay emails from Gmail to newly-added leads in Teamgate CRM" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Teamgate integrations
Teamgate actions
Nekton can use any feature that is available in Teamgate API.
Using our advanced AI, you can easily create custom automations for Teamgate.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates a new activity.
Create Company
Creates a new company.
Create Lead
Creates a new lead.
Update Product
Update existing product.
Update Deal
Update existing deal.
Find Company
Finds an existing company.
About Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.