Integrate Teamgate with Retently
Sync customer profiles and sales interactions from Teamgate to Retently to ensure up-to-date customer data for targeted NPS/CSAT surveys. Use survey responses to inform sales strategies and improve customer relationship management within Teamgate.
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About Teamgate
Teamgate is a CRM tool that enables users to manage leads, deals, and company information. It allows tracking interactions and statuses to streamline sales processes.
Teamgate to Retently
Activity Status Changed
Triggers when an activity status is changed.Deal Stage Changed
Triggers when a deal's stage is updated.Lead Status Changed
Triggers when a lead status is changed.New Company
Triggers when a new company is created.New Lead
Triggers when a new lead is created.New Won Deal
Triggers when a deal is won.Lead Converted to Person
Triggers when a lead is converted to a person.Email Opened
Triggers when email is opened.New Lost Deal
Triggers when a deal is lost.New Deal
Triggers when a new deal is created.New Person
Triggers when a new person is created.New Unqualified Lead
Triggers when a lead is unqualified.Retently to Teamgate
New Product
Lists the products.Update Cart Products Status
Updates a cart's products 'In Stock' status.Convert Lead
Converts a lead to a person and/or a company.Create Lead
Creates a new lead.Update Product
Updates existing product.Update Company
Updates existing company.Update Lead
Updates existing lead.Find Company
Finds an existing company.Find Lead
Finds an existing lead.Find Product
Finds a product.Find or Create Deal
Finds an existing deal.Find or Create Person
Finds an existing person.Create Activity
Creates a new activity.Create Company
Creates a new company.Create Deal
Creates a new deal.Create Person
Creates a new person.Create Product
Creates a new product.Update Deal
Updates existing deal.Update Person
Updates existing person.Find Deal
Finds an existing deal.Find Person
Finds an existing person.Find or Create Company
Finds an existing company.Find or Create Lead
Finds an existing lead.Find or Create Product
Finds a product.
Alex Bitca
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